Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ostarticki is a financial professional with over 20 years of experience in the industry. Karen has a proven track record of success in providing investment advice and portfolio management services to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. Karen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a leading global financial services company. Karen's expertise spans a wide range of investment strategies, including stocks, bonds, mutual funds, and alternative investments. Karen is committed to providing personalized financial guidance that helps clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
08/25/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEDMINSTER NJ)
PA
09/25/2002 - 11/12/2008
WADDELL & REED, INC. (YARDLEY PA)
NJ
06/01/1999 - 05/16/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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