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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren A. Igarashi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen has been in the industry since 2007 and has a Series 66, Series 7, and SIE license. Karen has experience working with individuals, high-net-worth individuals, corporations, pension plans, investment companies, and charitable organizations. Karen has also worked with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Karen A. Igarashi is registered in 15 states including Hawaii, Texas, California, Colorado, Washington, Alaska, Arizona, Massachusetts, Michigan, Nevada, North Carolina, Oregon, and Missouri.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
10/14/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HONOLULU HI)
HI
06/01/2009 - 08/11/2009
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
01/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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