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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carina? Claim Your ProfileCarina Berlin is an Investment Advisor Representative with Kayne Anderson Rudnick Investment Management, LLC. Carina is registered with the state of California. Carina holds the Series 65 license, which allows her to provide investment advice. Carina has a Certified Financial Planner designation. Carina has been in the financial services industry since 2013. Previous employers include Capital Bank and Trust Company, Glocap Temp LLC, and Capital Group Private Client Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/24/2022 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
IA
Issued 12/13/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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