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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Marie Dulaney is a financial advisor with over 20 years of experience in the industry. She currently works with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Karen Marie Dulaney worked with Truist Investment Services, Inc., J.P. Morgan Securities LLC, Key Investment Services LLC, and McDonald Investments Inc. She specializes in portfolio management for individuals and businesses, as well as pension consulting. Karen Marie Dulaney also provides performance measurement reports, allocation modeling, IPS, research reports and services.
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
OH
09/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEVELAND OH)
OH
08/14/2018 - 06/29/2022
TRUIST INVESTMENT SERVICES, INC. (CLEVELAND OH)
OH
10/11/2011 - 10/12/2016
J.P. MORGAN SECURITIES LLC (CLEVELAND OH)
OH
01/29/2009 - 11/03/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
10/10/2002 - 02/15/2007
MCDONALD INVESTMENTS INC. (PEPPER PIKE OH)
NA
04/25/1994 - 09/30/1994
SOCIETY INVESTMENTS, INC.
BOTH
Issued 9/9/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/2002
Series 7 - General Securities Representative Examination
BC
Issued 4/22/1994
Series 6 - Investment Company Products/Variable Contracts 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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