Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cari? Claim Your ProfileCari Zalesiak is a financial professional with over 9 years of experience in the industry. Cari has a broad background in the financial services industry, having worked for various firms including First Trust Portfolios L.P., PMA Securities, LLC, Invesco Distributors, Inc., and Calamos Financial Services LLC. Cari is currently registered with Foreside Fund Services, LLC. Cari holds Series 7, Series 24, and SIE licenses and is a dedicated financial advisor.
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.
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.
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2
IL
06/15/2022 - Present
Foreside Fund Services, LLC (Wheaton IL)
IL
09/15/2020 - 04/14/2022
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
05/02/2018 - 08/24/2020
PMA SECURITIES, LLC (NAPERVILLE IL)
IL
08/06/2015 - 04/13/2018
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
05/13/2013 - 07/30/2015
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 05/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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