Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Kay Lynch is a financial advisor in Albuquerque, NM. Karen has been in the financial industry since 2008. Karen is currently registered with U.S. Bancorp Investments, Inc. and previously worked with WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, and BANC OF AMERICA INVESTMENT SERVICES, INC. Karen holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Karen's current firm, U.S. Bancorp Investments, Inc. is an investment advisor with $15.8 billion of regulatory assets under management. U.S. Bancorp Investments, Inc. provides financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NM
09/15/2014 - Present
U.s. Bancorp Investments, Inc. (Albuquerque NM)
NM
01/03/2011 - 02/20/2013
WELLS FARGO ADVISORS, LLC (ALBUQUERQUE NM)
NM
09/22/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ALBUQUERQUE NM)
MA
08/24/1999 - 08/21/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 11/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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