Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ann Jackson is a financial professional with over 30 years of experience in the industry. Karen is currently registered with Performance Trust Capital Partners, LLC and is located in the Chicago office. Before joining Performance Trust Capital Partners, LLC, Karen was employed at Brookfield Private Advisors LLC, BFIN Securities US LLC, E.S. Financial Services, Inc., Keefe, Bruyette & Woods, Inc., Fleet Brokerage Securities, Inc., and Fleet Enterprises, Inc. Karen has a broad base of experience in financial markets and holds the following licenses: Series 4, 53, 24, 7, 63 and SIE.
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.
1
2
IL
06/15/2021 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
NY
03/16/2015 - 11/01/2018
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NY
02/07/2017 - 10/10/2018
BFIN SECURITIES US LLC (NEW YORK NY)
NY
12/19/2013 - 09/05/2014
E.S. FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/21/1999 - 05/08/2013
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
07/15/1996 - 03/04/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NY
07/01/1986 - 07/12/1996
FLEET ENTERPRISES, INC. (NEW YORK NY)
BC
Issued 05/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/03/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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