Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Costello is a financial professional with over 30 years of experience in the financial services industry. Karen has a strong background in municipal finance, having previously worked at Dain, Bosworth Incorporated and Paine Webber Incorporated. Karen joined Piper Sandler & Co. in 1987 and has been a part of their team ever since. Karen holds multiple industry licenses including Series 7, 24, 52TO, 53, 63 and SIE. Karen is registered with the state of Minnesota and has a strong track record of providing investment advice and guidance to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
MN
03/16/1987 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
NA
11/26/1986 - 04/06/1987
DAIN, BOSWORTH INCORPORATED
NA
09/25/1984 - 01/13/1986
PAINEWEBBER INCORPORATED
BC
Issued 08/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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