Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Girard Harting is a registered Investment Advisor Representative with Fourstar Wealth Advisors, LLC. Karen has been in the financial services industry since 1984. Karen provides financial planning and portfolio management services to individuals, families, and businesses. Karen is also a registered Investment Advisor Representative with Fourstar Wealth Advisors, LLC. Karen has experience in managing portfolios for individual and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
07/02/2019 - Present
Fourstar Wealth Advisors, LLC (Mansfield MA)
MA
07/12/2005 - 08/23/2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
05/18/2007 - 04/15/2009
CLARENDON INSURANCE AGENCY, INC. (WELLESLEY HILLS MA)
MA
05/12/2003 - 07/18/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/18/1998 - 10/10/2002
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
IL
10/19/2001 - 11/12/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
08/06/1998 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
10/07/1996 - 06/26/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NA
09/25/1990 - 06/26/1998
FIDELITY BROKERAGE SERVICES, INC.
RI
11/15/1985 - 06/26/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
09/25/1990 - 12/31/1991
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
07/17/1989 - 09/24/1990
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
NA
03/23/1984 - 11/08/1985
NATIONAL FINANCIAL SERVICES CORPORATION
IA
Issued 04/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/21/1985
Series 24 - General Securities Principal Examination
BC
Issued 09/26/1984
Series 4 - Registered Options Principal Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Karen Harting is the right advisor for you? Invested Better is here to help.
