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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 Lexow is an Investment Advisor Representative associated with GYL Financial Synergies, LLC, a firm registered with the state of Connecticut. Karen has been working in the financial industry since June of 2004. Karen is also registered with the state of Texas. Karen is a Certified Financial Planner and holds the Series 65. Karen has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans and state or municipal government entities.
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.
Credit and cash management solutions and insurance solutions
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.
A percentage of the total value of assets under management is charged.
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CT
01/02/2019 - Present
GYL Financial Synergies, LLC (Westport CT)
IA
Issued 10/14/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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