Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren M. Calcagno is a financial advisor who has been in the industry since 2004. Karen is registered with J.P. Morgan Securities LLC and has branch offices in Covington, Slidell and Slidell. Karen has been registered with this firm since 2012. Karen has previous experience with Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION. Karen has a Series 63, Series 65 and Series 66 license. Karen is also a registered investment advisor in Louisiana and Texas. Karen has a SIE and Series 7 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
LA
09/19/2013 - Present
J.p. Morgan Securities LLC (COVINGTON LA)
LA
09/18/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COVINGTON LA)
IL
11/02/1999 - 05/30/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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