Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Boudreau has been in the financial services industry since December 21, 1987. Kara is currently registered with J.P. Morgan Securities LLC and is licensed to conduct business in Florida and Texas. Kara has been with the firm since February 2012. Prior to that, Kara was employed by UBS Financial Services Inc., Donaldson, Lufkin & Jenrette Securities Corporation, Smith Barney Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Moseley Securities Corporation. Kara offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kara is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
02/28/2012 - Present
J.p. Morgan Securities LLC (Naples FL)
MA
01/07/2003 - 02/27/2012
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NJ
03/04/1998 - 01/15/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/10/1992 - 03/10/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
04/18/1988 - 02/25/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/25/1987 - 03/21/1988
MOSELEY SECURITIES CORPORATION
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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