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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karina? Claim Your ProfileKarina Banks Pillay is a financial advisor with LPL Financial LLC. Karina has been in the financial services industry since 2005, working with a variety of clients, including individuals, families, businesses, and charitable organizations. Karina has experience with various aspects of financial planning and investment management, such as portfolio management, retirement planning, college savings, and estate planning. Before joining LPL Financial LLC, Karina worked at CETERA INVESTMENT SERVICES LLC and HSBC SECURITIES (USA) INC. Karina is registered with FINRA and holds the Series 6, Series 7, and SIE licenses. She is also a licensed insurance agent in California.
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/27/2019 - Present
LPL Financial LLC (SAN JOSE CA)
CA
12/12/2017 - 09/27/2019
CETERA INVESTMENT SERVICES LLC (SAN JOSE CA)
NY
09/12/2011 - 02/10/2012
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
WA
04/04/2005 - 07/21/2006
WM FINANCIAL SERVICES, INC. (SEATTLE WA)
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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