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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 Maureen (lysek) Bard is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen Bard has been in the financial services industry since 1977 and is licensed in 38 states. Karen Bard also holds Series 7, Series 63, Series 65, and SIE licenses. Karen Bard provides a wide range of services, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Karen Bard has been affiliated with Merrill Lynch since 1986. Prior to that, Karen Bard was registered with Penn Mutual Equity Services, Inc., The Lincoln National Life Insurance Company, and Lincoln National Pension Insurance Company.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
03/14/1986 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBUQUERQUE NM)
NA
06/20/1984 - 09/03/1986
PENN MUTUAL EQUITY SERVICES, INC.
NA
05/26/1977 - 08/13/1986
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
12/28/1981 - 08/12/1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 02/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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