Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casimir? Claim Your ProfileCasimir Joseph Karnish is a financial advisor with over 40 years of experience in the industry. Currently, Casimir Joseph Karnish is registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Casimir Joseph Karnish is licensed in Alabama, Arizona, California, Colorado, Florida, Louisiana, Maryland, Michigan, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Utah, Virginia, and Wisconsin. Casimir Joseph Karnish has also previously worked for WHEAT, FIRST SECURITIES, INC., BUTCHER & SINGER INC., THOMSON MCKINNON SECURITIES INC., and SHEARSON LEHMAN BROTHERS INC. Casimir Joseph Karnish offers a variety of financial services to individuals, families, businesses, and institutions. Casimir Joseph Karnish specializes in investment advisory services, financial planning, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
08/17/2023 - Present
LPL Financial LLC (OIL CITY PA)
NC
01/01/1991 - 06/25/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
07/13/1989 - 01/01/1991
BUTCHER & SINGER INC.
NA
06/26/1985 - 08/07/1989
THOMSON MCKINNON SECURITIES INC.
NA
04/22/1981 - 05/31/1985
SHEARSON LEHMAN BROTHERS INC.
NA
07/01/1980 - 05/20/1981
THOMSON MCKINNON SECURITIES INC.
BC
Issued 08/08/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1989
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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