Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Cardenas is a financial advisor with over 5 years of experience in the industry. Karen Cardenas holds a Series 7, 9, 10, 63 and 65 licenses and is currently registered with Morgan Stanley in New Jersey and Texas. Karen Cardenas has previously worked at Citigroup Global Markets Inc., Charles Schwab & Co., Inc., and JPMorgan Chase Bank, N.A. Karen Cardenas is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Karen Cardenas works with a range of clients, including high-net-worth individuals, families, and businesses. Karen Cardenas offers a variety of services, including financial planning, investment management, retirement planning, and estate planning. Karen Cardenas is committed to providing personalized service and helping 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
01/15/2025 - Present
Morgan Stanley (Paramus NJ)
NY
03/04/2022 - 03/16/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/15/2019 - 01/05/2022
CHARLES SCHWAB & CO., INC. (New York City NY)
IA
Issued 07/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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