Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karina? Claim Your ProfileKarina Lew is a financial advisor with Fidelity Personal And Workplace Advisors and has been in the industry since September 20, 2023. Karina has a Series 66, Series 7TO, and SIE license and holds registrations in 23 states. She focuses on financial planning, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. Karina is located in Roslyn, NY.
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.
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.
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.
1
2
NY
12/15/2023 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
BOTH
Issued 11/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Karina Lew is the right advisor for you? Invested Better is here to help.
