Unclaimed
Karl William Fuerst is a financial professional with over 40 years of experience in the industry. He is currently registered with American Portfolios Financial Services, Inc. and has held previous roles with firms such as NATHAN & LEWIS SECURITIES, INC., MFI INVESTMENTS CORP., FIRST HANOVER SECURITIES, INC., CARDELL & ASSOCIATES, INCORPORATED, F. L. PUTNAM & COMPANY, INC., and TRAVELERS EQUITIES SALES, INC. Karl holds Series 63, 65, 24, 51, 7TO, SIE, and 1 licenses, and is registered in Colorado, Florida, Georgia, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, and South Carolina.
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
NY
09/07/2001 - Present
American Portfolios Financial Services, Inc. (SCHENECTADY NY)
NY
05/07/1996 - 09/17/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
05/17/1990 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NY
06/06/1986 - 05/17/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NA
12/08/1981 - 06/12/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
06/25/1974 - 12/08/1981
F. L. PUTNAM & COMPANY, INC.
NA
01/16/1973 - 03/13/1979
TRAVELERS EQUITIES SALES, INC.
IA
Issued 02/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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