Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Paley is a financial professional with over 8 years of experience in the industry. Karen is currently registered with Cuso Financial Services, LP and has been with the firm since January 2017. Prior to that, Karen was a Registered Representative at Signator Investors, Inc. in Warwick, Rhode Island. Karen holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Karen's firm, Cuso Financial Services, LP, is a full-service financial firm with a wide range of services for individuals, corporations and businesses. Karen focuses on financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/24/2017 - Present
Cuso Financial Services, LP (FAIRFAX VA)
RI
10/21/2014 - 01/24/2017
SIGNATOR INVESTORS, INC. (WARWICK RI)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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