Unclaimed
Karen Demarco is a financial professional with over 25 years of experience in the industry. Karen is currently registered with Kestra Investment Services, LLC in New Jersey. Previously, Karen was with Cadaret, Grant & Co., Inc. Karen holds Series 7, Series 24 and Series 63 licenses as well as the Securities Industry Essentials Examination.
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.
1
2
NJ
01/29/2024 - Present
Kestra Investment Services, LLC (MORRISTOWN NJ)
NJ
12/05/1997 - 01/31/2024
CADARET, GRANT & CO., INC. (PARAMUS NJ)
BC
Issued 11/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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