Unclaimed
Karen Bortnick is a registered representative with Pruco Securities, LLC. Karen has been in the financial industry for 8 years. Karen is registered in New York and has licenses for Series 6, SIE, and Series 63. Karen also previously worked with NYLIFE SECURITIES LLC and NATIONWIDE SECURITIES, LLC. Karen’s current role with Pruco Securities, LLC is located at 95 Allens Creek, Suite 316, Rochester, NY 14618.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
NY
02/07/2023 - Present
Pruco Securities, LLC (Rochester NY)
NY
09/29/2021 - 02/10/2023
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
NY
07/26/2013 - 12/31/2019
NATIONWIDE SECURITIES, LLC (Rochester NY)
BC
Issued 08/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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