Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karina? Claim Your ProfileKarina Baldizon is a financial professional with over 10 years of experience in the industry. Karina is currently registered with Lazard Asset Management LLC and holds the Series 63, Series 7TO, and SIE licenses. Karina has previously worked at Rockefeller Financial LLC. Karina is also a Certified Financial Planner. Karina has a broad range of experience advising individuals, corporations, 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/08/2023 - Present
Lazard Asset Management LLC (NEW YORK NY)
NY
03/08/2021 - 08/09/2021
ROCKEFELLER FINANCIAL LLC (NEW YORK NY)
BC
Issued 04/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karina Baldizon is the right advisor for you? Invested Better is here to help.
