Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Jessey is a financial advisor with Park Avenue Securities LLC and has been in the industry since March 17, 1985. Karen is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses. Karen has a strong track record of providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Karen is also a registered investment advisor in several states.
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.
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2
CO
11/11/2022 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
NY
05/28/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/23/1987 - 05/24/1991
ALLABASHI & COMPANY, LTD.
NA
01/28/1985 - 10/07/1987
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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