Unclaimed
Koreen Sammanta Campbell is a financial professional with experience in the industry since January 8, 2015. Koreen is currently registered with Foreside Fund Services, LLC in New York. Previously, Koreen was registered with CREDIT SUISSE SECURITIES (USA) LLC. Koreen holds FINRA Series 63, 24, SIE, and 7 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
NY
04/19/2021 - Present
Foreside Fund Services, LLC (New York NY)
NY
10/22/2014 - 01/29/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 02/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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