Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara O'Halloran is a financial advisor registered with Morgan Stanley Distribution, Inc. Kara holds Series 7, 63, and 66 licenses. Kara's career in the financial industry began on December 1, 2022. Kara is currently registered in Pennsylvania. Kara was previously registered with TD PRIVATE CLIENT WEALTH LLC.
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.
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.
1
2
PA
07/24/2023 - Present
Morgan Stanley Distribution, Inc. (West Conshohocken PA)
PA
09/15/2015 - 05/05/2016
TD PRIVATE CLIENT WEALTH LLC (PHILADELPHIA PA)
BC
Issued 07/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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