Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Patrice William is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Karen is licensed to provide financial advice in all 50 states. Karen has been in the industry for 1 year and has extensive experience providing financial planning and portfolio management services to individuals and businesses. Karen is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
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
NC
08/26/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 06/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karen William is the right advisor for you? Invested Better is here to help.
