Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Volo is a registered representative with Fidelity Brokerage Services LLC. Karen has been in the securities industry since May 2, 1999. Karen has a Series 6, 7, 24, 63, and SIE license. Karen is licensed to sell securities in all 50 states and the District of Columbia. Karen previously worked at FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, 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.
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.
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2
MA
09/21/2015 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
10/24/1990 - 03/13/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 08/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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