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Karen Marie O'Beirne

Clarendon Insurance Agency, Inc.

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About Karen Marie O'Beirne

Karen Marie O'Beirne is a registered representative with Clarendon Insurance Agency, Inc., where she has been employed since 5/22/2013. Karen has been in the financial industry since 1997 and has experience in various roles across the industry. Karen holds the Series 6, Series 63, and SIE licenses. Karen is currently registered with the state of Massachusetts.

Firm Information

Karen O'Beirne is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karen O'Beirne’s Registration & Firm History

MA

05/22/2013 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

MA

02/08/2011 - 05/30/2013

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

05/04/2007 - 02/11/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

05/03/2006 - 04/03/2007

OBERLIN FINANCIAL CORP. (WELLESLEY MA)

MA

11/29/1995 - 05/03/2006

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

11/29/1995 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 02/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Marie O'Beirne.
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