Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Byrne is a financial advisor with TD Private Client Wealth LLC. Karen has been in the financial services industry since April 2018. Karen is licensed to provide investment advice in all 50 states and the District of Columbia. Karen is registered with FINRA and the SEC. Karen has earned the Series 7, Series 63, Series 66, and Series 24 licenses. Karen specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. Karen has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
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NH
02/21/2024 - Present
TD Private Client Wealth LLC (Hudson NH)
NY
12/15/2021 - 10/12/2023
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NH
02/28/2020 - 12/06/2021
SANTANDER SECURITIES LLC (Pelham NH)
NH
09/01/2017 - 11/26/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 02/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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