Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Monteiro is an active advisor with over 22 years of experience in the financial industry. Karen is registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with them since January 2005. Previously, Karen worked for Manulife Financial Securities LLC and Manufacturers Securities Services, LLC. Karen holds the Series 6, 26, and 63 licenses.
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.
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.
Compensation from affiliates
1
2
CO
01/14/2005 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
MA
01/01/2002 - 11/01/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
04/10/2001 - 01/01/2002
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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