Unclaimed
Paris Karasso is an investment advisor representative at Calamos Wealth Management LLC, based in Naperville, IL. Paris holds Series 7, 7TO, 63, and 65 securities licenses. Paris has been in the investment industry since 2014 and has experience with Bear, Stearns & Co. Inc., Deutsche Bank Securities Inc., and BT Alex. Brown Incorporated. Paris is a member of the Board of Directors for the American University of Greece Foundation, and their work with the foundation involves oversight of the foundation's investments. Paris specializes in providing financial planning, portfolio management, and asset allocation services to individual investors, pension plans, charitable organizations, and corporations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
08/13/2020 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
NY
07/21/2000 - 11/07/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/30/1999 - 07/12/2000
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/17/1996 - 02/22/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
IA
Issued 08/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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