Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Marie Casamento is a financial advisor with over 23 years of experience in the industry. Karen is currently registered with RBC Capital Markets, LLC and previously worked with Oppenheimer & Co. Inc., David Lerner Associates, Inc., SunTrust Investment Services, Inc., Banc of America Investment Services, Inc., Citigroup Investment Services, and Chase Investment Services Corp. Karen holds Series 6, 7, 24, and 63 licenses and the SIE exam. Karen's specializations include: retirement planning, college savings, investment management, insurance, and estate planning. Karen is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
FL
08/16/2023 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
12/07/2021 - 08/18/2023
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
03/08/2007 - 11/04/2021
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
FL
10/18/2004 - 08/14/2006
SUNTRUST INVESTMENT SERVICES, INC. (DEERFIELD BEACH FL)
MA
05/10/2002 - 02/28/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/16/2000 - 01/10/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
02/23/1999 - 10/23/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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