Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Glassman is a financial advisor with New Edge Wealth, a firm based in Stamford, CT. Karen has over 30 years of experience in the financial services industry, having previously worked with firms such as Rose & Co. Capital Advisors, LLC, Independent Brokerage Solutions LLC, and Papamarkou & Company, Inc. Karen's areas of expertise include financial planning, portfolio management, and selection of other advisors. She works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Karen holds the Series 7, 63, 24, 55, 79, and 57TO licenses, as well as the Uniform Investment Adviser Law Examination (Series 65).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/03/2024 - Present
NEW Edge Wealth (STAMFORD CT)
NY
07/26/2019 - 10/28/2021
INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)
NY
05/19/2014 - 08/16/2017
ROSE & CO. CAPITAL ADVISORS, LLC (NEW YORK NY)
NY
10/13/2008 - 11/01/2013
ROSS SECURITIES CORPORATION (NEW YORK NY)
NY
08/12/2003 - 11/17/2006
W. P. STEWART SECURITIES LIMITED (NEW YORK NY)
NY
02/10/1995 - 04/04/2003
PAPAMARKOU & COMPANY, INC. (NEW YORK NY)
NY
07/28/1994 - 12/02/1994
LYNCH, JONES & RYAN, INC. (NEW YORK NY)
NY
05/17/1994 - 12/01/1994
THE TRANSPORTATION GROUP (SECURITIES) LIMITED (NEW YORK NY)
NY
10/27/1992 - 04/29/1994
PAPAMARKOU & COMPANY, INC. (NEW YORK NY)
NY
03/05/1986 - 10/28/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
04/20/1983 - 04/19/1984
E. F. HUTTON & COMPANY INC
IA
Issued 11/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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