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 Kurrasch is a financial advisor who has been in the industry since 1981. Karen currently works for UBS Financial Services Inc. in NEW YORK, NY. Karen has worked at UBS Financial Services Inc. since 2003 and previously worked at SALOMON SMITH BARNEY INC. and SHEARSON LEHMAN HUTTON INC. Karen is licensed to provide financial advice in Arizona, California, Connecticut, Florida, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
08/09/2023 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/03/1990 - 03/25/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/23/1981 - 05/31/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 07/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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