Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Tomei is a financial professional with over 25 years of experience in the industry. Karen has a strong track record of success in providing financial advice and guidance to individuals and families. Karen is currently a Registered Representative of Park Avenue Securities LLC, where she provides a range of financial services including investment management, financial planning, and retirement planning. Karen has also worked for several other financial institutions, including Guardian Investor Services LLC and BHCM Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
03/07/2007 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
10/18/2012 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
LA
06/06/2003 - 10/26/2005
EMPLOYEE BENEFITS INVESTMENT GROUP, INC. (MANDEVILLE LA)
NY
05/03/1999 - 06/18/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/01/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
TX
02/01/1995 - 09/05/1996
BHCM INC. (HOUSTON TX)
VA
01/19/1994 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
BC
Issued 07/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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