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 Vanasse is a financial professional with over 20 years of experience in the industry. She is currently registered with National Financial Services LLC and previously held positions at Fidelity Brokerage Services LLC. Karen holds the Series 7, 24, 63, 99TO, and SIE 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.
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
RI
06/14/2023 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
03/03/2022 - 04/27/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
06/15/2007 - 02/09/2022
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
01/18/2001 - 05/29/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Vanasse is the right advisor for you? Invested Better is here to help.
