Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Leibowitz is a financial professional with over 20 years of experience in the industry. Karen is currently a registered representative at Prudential Investment Management Services LLC and has previously worked for various financial institutions, including Vanguard Marketing Corporation, Bank of America Securities, Inc., Merrill Lynch, and Citigroup Global Markets Inc. Karen is licensed to conduct business in all 50 states and holds several industry credentials, including the Series 7, Series 24, and Series 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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2
NJ
02/22/2023 - Present
Prudential Investment Management Services LLC (Newark NJ)
PA
08/26/2021 - 02/02/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
11/18/2020 - 07/13/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/23/2003 - 11/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/18/1998 - 04/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/15/1998 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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