Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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