Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren McCafferty is a financial professional with over 19 years of experience in the industry. Karen is currently registered with T. Rowe Price Investment Services, Inc. and holds the Series 6, Series 7TO, and SIE licenses. Karen is also registered in Maryland. Before joining T. Rowe Price Investment Services, Inc., Karen was associated with Putnam Retail Management Limited Partnership for over 4 years.
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.
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MD
01/29/2024 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
MA
05/27/2004 - 02/20/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 01/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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