Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Paicer is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Karen has been in the financial services industry since 1991. Karen has experience working with individuals, families, and businesses to develop customized financial plans. Karen is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
02/25/2015 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
02/20/2003 - 02/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
NY
12/16/1998 - 04/24/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
01/01/1995 - 01/28/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NJ
09/16/1993 - 12/07/1994
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
08/18/1987 - 03/29/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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