Unclaimed
Karen Vernamonti is a financial advisor with over 17 years of experience in the industry. Karen is currently registered with Horace Mann Investors, Inc. and is licensed to provide financial advice in Massachusetts and Rhode Island. Karen has a strong background in securities, having held previous positions at several firms including Lane, Berry & Co. International, LLC, J.P. Morgan Invest, LLC, Dreyfus Brokerage Services, Inc., and CSFBDIRECT, INC. Karen has a comprehensive understanding of the financial markets and can provide clients with tailored investment advice.
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.
Helps you choose top advisors aligned with your 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.
Percentage of assets under third party investment management
1
2
MA
06/11/2018 - Present
Horace Mann Investors, Inc. (Middleboro MA)
FL
03/23/2004 - 02/27/2007
LANE, BERRY & CO. INTERNATIONAL, LLC (ST. PETERSBURG FL)
MA
08/03/2001 - 02/24/2004
J. P. MORGAN INVEST, LLC (BOSTON MA)
CA
04/18/2002 - 08/29/2002
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
NJ
07/05/2000 - 08/08/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BOTH
Issued 08/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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