Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara E Tavernier is a financial advisor who has been in the industry since 2007. Kara is currently registered with Eagle Strategies LLC and is a Series 6, 7, 24 and 63 licensed professional. Kara also holds a Series 65 license and has passed the Securities Industry Essentials (SIE) Exam. Kara has been with Eagle Strategies LLC since 2020. Kara is also an insurance broker for the firm. Kara has worked for New York Life Insurance Company and NYLIFE Securities, Inc. Kara is registered in Connecticut, Massachusetts, New Hampshire, New York, Rhode Island and Washington and is active in both the broker-dealer and investment advisor scope.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MA
07/24/2020 - Present
Eagle Strategies LLC (SEEKONK MA)
IA
Issued 07/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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