Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Howell is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen has been in the securities industry for over 16 years. Karen is registered in 53 states and is currently working in Louisiana, Mississippi and Texas. Karen specializes in providing financial advice to individuals, corporations, and other businesses. Karen also provides performance measurement reports, allocation modeling, investment policy statements (IPS), research reports and services, pension consulting, and educational seminars.
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
MS
03/27/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILOXI MS)
MS
05/25/2017 - 05/12/2022
LPL FINANCIAL LLC (GULFPORT MS)
MS
10/12/2006 - 11/25/2009
BANCORPSOUTH INVESTMENT SERVICES, INC. (GULFPORT MS)
MS
11/17/1999 - 09/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GULFPORT MS)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 7 - General Securities 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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