Karen Mortimer, CFP
Merrill Lynch & Co., Inc.
Certified Financial Planner in San Diego, CA
http://www.fa.ml.con/scherermortimer
Address:PO Box 28312
San Diego, CA 92198
About Karen Mortimer
Karen Mortimer is a financial professional at Merrill Lynch & Co., Inc. located in San Diego, California. Karen Mortimer holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Karen Mortimer provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Karen MortimerPO Box 28312
San Diego, CA 92198
Phone Number:
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Website:
http://www.fa.ml.con/scherermortimer
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