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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren McClintock is a registered Investment Advisor Representative with Robertson Stephens. Karen has been working in the financial services industry since 1986. Karen is also a Chartered Financial Analyst (CFA) and a Chartered Investment Counselor (CIC). Karen is registered in California and New York. Karen has experience in various financial services roles, including working at Loomis Sayles Distributors, L.P. and Natixis Distributors, L.P. Karen specializes in providing financial planning services, pension consulting, portfolio management for individuals and businesses, selection of other advisers, and educational seminars. Karen's firm, Robertson Stephens, has a diverse client base, including individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Karen is dedicated to helping clients achieve their financial goals.
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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CA
10/11/2021 - Present
Robertson Stephens (SAN FRANCISCO CA)
MA
04/12/2006 - 10/13/2008
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
07/30/2002 - 04/17/2006
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
NA
05/23/1986 - 06/17/1986
PATRICK-RILEY SECURITIES INC.
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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