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Karen Ilene Malkoff-Hatton

FINANCIAL SECURITY SOLUTIONS, CORP.·TARZANA, California
SIE, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65CFPClean record29 years registeredFINANCIAL SECURITY SOLUTIONS, CORP.
18401 BURBANK BLVD., SUITE 209, TARZANA, CA 91356CRD# 1258714Firm CRD# 124085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Ilene Malkoff-Hatton · TARZANA, CA
Registration
CRD #1258714 · FINANCIAL SECURITY SOLUTIONS, CORP. · 29 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL SECURITY SOLUTIONS, CORP.
May 2003 – present
OSAIC WEALTH, INC.
Jul 1997 – present
COMPREHENSIVE FINANCIAL SERVICES
Mar 2002 – Mar 2003
BURBANK, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · July 8, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL SECURITY SOLUTIONS, CORP.
CRD 124085 · SEC 801-64446
AUM
$27M
Regulatory assets under management
Employees
1
127 client accounts
Services offered by FINANCIAL SECURITY SOLUTIONS, CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL SECURITY SOLUTIONS, CORP. →
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Frequently Asked Questions

What services does Karen Ilene Malkoff-Hatton offer?
Karen Ilene Malkoff-Hatton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TARZANA, California for a consultation.
What are Karen Ilene Malkoff-Hatton's credentials?
Karen Ilene Malkoff-Hatton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Karen Ilene Malkoff-Hatton located?
Karen Ilene Malkoff-Hatton is based in TARZANA, California, working with FINANCIAL SECURITY SOLUTIONS, CORP.. Their office serves clients in the TARZANA metropolitan area and surrounding communities.
How does Karen Ilene Malkoff-Hatton charge for services?
Karen Ilene Malkoff-Hatton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SECURITY SOLUTIONS, CORP.?
FINANCIAL SECURITY SOLUTIONS, CORP. has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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