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Karen Ann Orczyk

Credit Agricole Securities (usa) Inc.

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About Karen Ann Orczyk

Karen Orczyk is a financial professional with over 30 years of experience in the securities industry. Karen holds a Series 3, 7, 9, 10, 63, and SIE license. She is currently registered with Credit Agricole Securities (usa) Inc., and has previously worked with Newedge USA, LLC, Morgan Stanley Market Products Inc., and Morgan Stanley & Co., Incorporated. Karen has been registered in multiple states, including California, Florida, Illinois, Massachusetts, New York, Texas, and Virginia.

Firm Information

Karen Orczyk is currently registered with Credit Agricole Securities (usa) Inc.. Credit Agricole Securities (usa) Inc. is a corporation formed in 1968 and is approved to operate in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Karen Orczyk’s Registration & Firm History

NY

02/08/2010 - Present

Credit Agricole Securities (usa) Inc. (NEW YORK NY)

NY

05/12/2009 - 01/11/2010

NEWEDGE USA, LLC (NEW YORK NY)

NY

03/11/2005 - 10/17/2007

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

03/19/1986 - 10/11/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/26/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1997

Series 3 - National Commodity Futures Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Karen Ann Orczyk.
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