Unclaimed
Kara Destefano is a financial advisor with Park Avenue Securities LLC. Kara has been working in the financial services industry since 2006. Kara is licensed to sell securities in the state of Massachusetts and has passed the Series 6 and Securities Industry Essentials Exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
01/16/2008 - Present
Park Avenue Securities LLC (MIDDLETON MA)
MA
06/29/2006 - 10/12/2007
METLIFE SECURITIES INC. (DANVERS MA)
MA
06/29/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DANVERS MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kara Destefano is the right advisor for you? Invested Better is here to help.