Karen
Leland
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Karen Leland is a financial advisor based in Beverly, Massachusetts, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen has previously held a position at Merrill Lynch, Pierce, Fenner & Smith Inc. Karen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Karen is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Beverly, Massachusetts. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Karen Leland Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Karen Leland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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