Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Schmid is a financial advisor who has been in the industry since January 2001. Karen holds the Series 65 license and has a background as a Chartered Financial Analyst. Karen has a history of working with individuals and families. Karen is currently registered with Moirai Wealth Management LLC, a firm specializing in financial planning, portfolio management and wealth management services for high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Moirai Wealth Management LLC is headquartered in San Francisco, California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office: wealth management
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.
A percentage of the total value of assets under management is charged.
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CA
03/25/2015 - Present
Moirai Wealth Management LLC (SAN FRANCISCO CA)
IA
Issued 04/28/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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