Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen lyn? Claim Your ProfileKaren lyn Manuharan is a financial advisor registered with Morgan Stanley. Karen lyn has been in the financial services industry since 2019. Karen lyn holds the Series 7TO, SIE and Series 66 licenses. Previously, Karen lyn was a financial advisor at UBS Financial Services Inc. Karen lyn's specializations include asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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
CA
07/20/2023 - Present
Morgan Stanley (Pasadena CA)
CA
07/05/2019 - 07/17/2023
UBS FINANCIAL SERVICES INC. (PASADENA CA)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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