Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Destefani is a financial advisor with Curvature Securities LLC. Karen has been a registered representative since 1998 and holds her Series 7, Series 63, and SIE licenses. Karen's experience spans over two decades, with previous roles at UBS Financial Services Inc., UBS Securities LLC, Sungard Brokerage & Securities Services, LLC, and Cowen Execution Services LLC. Karen has a strong understanding of the financial markets and is dedicated to providing personalized advice and investment strategies to her clients.
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.
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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NJ
04/08/2019 - Present
Curvature Securities LLC (CHATHAM NJ)
NY
08/06/2013 - 07/26/2017
COWEN EXECUTION SERVICES LLC (NEW YORK NY)
NJ
04/02/2009 - 12/31/2012
SUNGARD BROKERAGE & SECURITIES SERVICES, LLC (JERSEY CITY NJ)
NY
01/07/2003 - 12/23/2008
UBS SECURITIES LLC (NEW YORK NY)
NJ
01/22/1998 - 12/23/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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