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Carolyn Patton Piskun

Foreside Fund Services, LLC

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About Carolyn Patton Piskun

Carolyn Patton Piskun is a financial professional with over 20 years of experience in the industry. Carolyn is currently registered with Foreside Fund Services, LLC in Radnor, Pennsylvania. Prior to her current role, Carolyn has held positions at several prominent financial institutions, including Commonwealth Australia Securities LLC, Deutsche AM Distributors, Inc., and Janus Distributors LLC. Carolyn holds a Series 6, 7, 24, and 63 licenses.

Firm Information

Carolyn Piskun is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Carolyn Piskun’s Registration & Firm History

PA

01/30/2023 - Present

Foreside Fund Services, LLC (Radnor PA)

NY

10/04/2017 - 05/16/2018

COMMONWEALTH AUSTRALIA SECURITIES LLC (New York NY)

NY

10/03/2014 - 07/07/2017

DEUTSCHE AM DISTRIBUTORS, INC. (NEW YORK NY)

PA

07/01/2011 - 08/04/2014

FORESIDE FUND SERVICES, LLC (BERWYN PA)

CO

04/11/2005 - 03/22/2011

JANUS DISTRIBUTORS LLC (DENVER CO)

NY

06/09/1999 - 02/23/2005

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

PA

05/09/1995 - 12/23/1998

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

09/11/1992 - 04/20/1995

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

BC

Issued 03/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2006

Series 24 - General Securities Principal Examination

BC

Issued 05/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carolyn Patton Piskun.
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