Unclaimed Profile

Karen Jeanne Burneff

QUANTUM ECONOMETRICS, LLC·WHITTIER, California

SIE, Series 3, Series 4, Series 7, Series 15, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record21 years registeredQUANTUM ECONOMETRICS, LLC

15141 E. WHITTIER BLVD, WHITTIER, CA 90603CRD# 1350789Firm CRD# 161197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Jeanne Burneff · WHITTIER, CA

Registration

CRD #1350789 · QUANTUM ECONOMETRICS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

QUANTUM ECONOMETRICS, LLC

Oct 2012 – Nov 2023

WHITTIER, CA

CETERA ADVISOR NETWORKS LLC

Jan 2005 – Jun 2023

CAMARILLO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 15

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · January 3, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTUM ECONOMETRICS, LLC

CRD 161197 · SEC 801-107349

AUM

$147M

Regulatory assets under management

Employees

194 client accounts

Services offered by QUANTUM ECONOMETRICS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUANTUM ECONOMETRICS, LLC →

Introduction

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Frequently Asked Questions

What services does Karen Jeanne Burneff offer?

Karen Jeanne Burneff specializes in Investment Management, Fee-Only Advisory. Contact their office in WHITTIER, California for a consultation.

What are Karen Jeanne Burneff's credentials?

Karen Jeanne Burneff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Jeanne Burneff located?

Karen Jeanne Burneff is based in WHITTIER, California, working with QUANTUM ECONOMETRICS, LLC. Their office serves clients in the WHITTIER metropolitan area and surrounding communities.

How does Karen Jeanne Burneff charge for services?

Karen Jeanne Burneff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTUM ECONOMETRICS, LLC?

QUANTUM ECONOMETRICS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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