Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Goddard is a financial advisor with Osaic Wealth, Inc. located in Newburyport, MA. Karen has been in the financial industry since 1992, and has been a registered representative of Securities America, Inc. for 15 years before joining Osaic Wealth, Inc. Karen is a licensed investment advisor and has passed the Series 6, 63 and 65 exams. Karen is a dedicated and experienced professional who is committed to providing personalized financial advice and services to clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
06/14/2024 - Present
Osaic Wealth, Inc. (NEWBURYPORT MA)
MA
04/01/2009 - 06/14/2024
SECURITIES AMERICA, INC. (NEWBURYPORT MA)
MA
08/26/1992 - 04/03/2009
SIGNATOR INVESTORS, INC. (ANDOVER MA)
MA
08/26/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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