Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Greer is a financial advisor with Morgan Stanley. Karen has been in the industry since November 24, 1997. Karen is registered in 44 states as a Broker and in 2 states as an Investment Advisor. Karen has her Series 7, 31, 63, and 65 securities licenses. Karen holds a SIE license and specializes in a wide range of financial services. Karen has previously been employed at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Stephens Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AR
06/01/2009 - Present
Morgan Stanley (Little Rock AR)
AR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
12/05/2005 - 04/02/2007
MORGAN STANLEY DW INC. (LITTLE ROCK AR)
AR
11/25/1997 - 12/07/2005
STEPHENS INC. (LITTLE ROCK AR)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karen Greer is the right advisor for you? Invested Better is here to help.
