Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Alison MacNair is a financial advisor with over 20 years of experience in the industry. Karen has a strong background in providing financial advice to individuals, families, and businesses. Karen is currently registered with Morgan Stanley. Before that, Karen was registered with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Karen is licensed to sell securities in 53 states and the District of Columbia. Karen offers a wide range of financial services, including financial planning, portfolio management, and asset allocation advice.
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.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
02/09/2024 - Present
Morgan Stanley (Amelia Island FL)
FL
09/06/2013 - 01/13/2022
WELLS FARGO CLEARING SERVICES, LLC (FERNANDINA BEACH FL)
MO
08/17/2011 - 07/19/2013
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
NA
04/15/1987 - 09/06/1994
DEAN WITTER REYNOLDS INC.
NA
05/20/1986 - 01/13/1987
UNITED FINANCIAL INVESTMENTS, INC.
BOTH
Issued 09/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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