Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karise? Claim Your ProfileKarise Gaynor-morgan is an investment advisor representative with Alliancebernstein LP, a firm with over $651 billion in assets under management. Karise has been in the industry since July 2022 and is licensed in Illinois, Iowa and Minnesota. Karise is a registered representative and investment adviser representative and is able to provide a variety of services including portfolio management for individuals, businesses, and investment companies. Karise has experience working with a variety of client types including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
08/31/2022 - Present
Alliancebernstein LP (MINNEAPOLIS MN)
BOTH
Issued 08/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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