PROFESSIONAL SERVICESIndividual Retirement Planning
Business Retirement Planning
Estate Planning
College Education Funding
Life and Disability Income Insurance
Long Term Care Insurance
Health Insurance
EDUCATIONThe College of William and Mary
-Bachelor of Business Administration 1988
Mary Washington College 1984-1986
Insurance Institute of America 1989
PROFESSIONAL EXPERIENCEuFinancial – Exton, PA
Financial Services Representative – February 2010 – present
Rockwell Associates – Wilmington, DE
Financial Advisor – October 2007 – December 2009
AIG American General – Wilmington, DE
Insurance Representative – September 2005 – October 2007
American Family Life Assurance Company – Hockessin, DE
Sales Associate – March 2005 – March 2007
State Farm Insurance Companies – Charlottesville, VA
Underwriter, Underwriting Specialist – June 1988 – March 1995
State Farm Payment Plan Supervisor – March 1995 – September 1997
LICENSUREFINRA Series 6
FINRA Series 63
Registered Representative of MML Investors Services, Inc.
Securities licensed in DE and PA
Registered Life and Health Insurance Agent – DE, PA, MD and NJ
PERSONALResides - Wilmington, Delaware
Children – Claire and Sophie
Hobbies – hiking, traveling, gardening, reading
Email: kpowers@finsvcs.com
Karri Powers is a Registered Representative of and offers securities through MML Investors Services, LLC, member SIPC (
www.sipc.org). Supervisory Office: 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011 (717)763-7365.
CRN201206-135397