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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 Burke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since April 2018. Previously, Karen was associated with UBS FINANCIAL SERVICES INC. in Fargo, ND from December 2006 to April 2018. Karen has been working in the securities industry since May 2007. Karen has registrations in 46 states and holds Series 66, Series 7 and SIE exams. Karen is able to offer a wide range of advisory services including Portfolio management for individuals, Portfolio management for businesses, Pension consulting, Educational seminars, Selection of other advisers, and Performance measurement reports, allocation modeling, IPS, research reports and services.
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
ND
05/22/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARGO ND)
ND
04/25/2007 - 04/30/2018
UBS FINANCIAL SERVICES INC. (FARGO ND)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
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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