Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lorraine Ireland is a financial advisor at MFS Institutional Advisors Inc.. Karen has been in the financial industry for 19 years and holds the Series 6, 7, 63, 66, SIE, and 6TO licenses. MFS Institutional Advisors Inc. is headquartered in Boston, Massachusetts.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
12/21/2015 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
10/11/2007 - 08/11/2015
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
01/03/2001 - 08/27/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
07/26/2000 - 11/21/2000
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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