Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lynn Gordon is a financial advisor with over 20 years of experience in the financial industry. Karen Lynn Gordon is currently registered with Rockefeller Financial LLC and has been with the firm since July 31, 2019. Prior to that, Karen Lynn Gordon was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from November 12, 2001 to June 4, 2019.
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.
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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NY
07/31/2019 - Present
Rockefeller Financial LLC (NEW YORK NY)
FL
11/12/2001 - 06/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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