Unclaimed
Karen Vilas is a financial advisor in Boca Raton, FL. Karen has been in the industry since 1984. Karen is currently registered with Fmsbonds, Inc. and is licensed to sell securities in California and Florida. Previously, Karen has been registered with Wachovia Securities Financial Network, LLC, Nomura Securities International, Inc. and Kidder, Peabody & Co. Incorporated. Karen holds Series 3, Series 7 and Series 63 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
FL
01/07/2010 - Present
Fmsbonds, Inc. (BOCA RATON FL)
FL
06/27/2008 - 03/18/2009
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (TAMPA FL)
CA
07/13/1994 - 11/08/2007
NOMURA SECURITIES INTERNATIONAL, INC. (LOS ANGELES CA)
NY
03/22/1984 - 07/01/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 07/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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