Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Elizabeth Zugibe is a financial advisor with Manning & Napier Investor Services, Inc. Karen has been in the industry since 2009 and is registered with the state of New York. Karen holds Series 6, 26, and 63 licenses.
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.
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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NY
04/06/2009 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
BC
Issued 12/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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