Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Galasso is a financial advisor with over 20 years of experience in the financial industry. Karen is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Previously, Karen was registered with Chase Investment Services Corp. Karen is a Series 6 and Series 63 licensed professional. Karen is licensed to provide investment advice and securities services in 14 states including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Michigan, New Hampshire, New Jersey, New York, South Carolina, Texas and Virgin Islands.
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
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2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (CROSS RIVER NY)
NY
05/26/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PATTERSON NY)
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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