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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 Rose Myers is a financial advisor who has been working in the financial industry since 1980. Karen has a variety of experience, including working with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., John G. Kinnard and Company, Incorporated, Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Karen currently works with Morgan Stanley and is registered as a broker in 45 states and an investment advisor in 2 states. Karen also holds the Series 3, 7, 15, and 63 licenses. Karen has experience working with individuals, high net worth individuals, corporations, charitable organizations, pension plans, insurance companies and investment companies.
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
MN
11/01/2016 - Present
Morgan Stanley (St. Paul MN)
MN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. PAUL MN)
MN
11/14/1997 - 04/02/2007
MORGAN STANLEY DW INC. (ST. PAUL MN)
MN
02/07/1989 - 11/18/1997
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
02/15/1988 - 03/01/1989
SHEARSON LEHMAN HUTTON INC.
NA
12/24/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 05/31/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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