Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Cassandra Reid is a financial advisor with over 13 years of experience in the industry. Karen is currently registered with Morgan Stanley in Washington, DC and Texas. Karen has previously worked with RBC CAPITAL MARKETS, LLC in Washington, DC. Karen has passed multiple exams including the Series 7, SIE, Series 63, and Series 66 and holds licenses in several states. Karen's specializations include: Investment Advisory, Securities, Financial Planning and more.
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
DC
04/15/2020 - Present
Morgan Stanley (Washington DC)
DC
11/28/2011 - 06/03/2015
RBC CAPITAL MARKETS, LLC (WASHINGTON DC)
BOTH
Issued 08/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2011
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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