Invested Better
Unclaimed

Unclaimed

Unclaimed

Paris Karasso

Calamos Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paris? Claim Your Profile

About Paris Karasso

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.

Firm Information

Paris Karasso is currently registered with Calamos Wealth Management LLC. Calamos Wealth Management LLC is an investment advisor registered with the SEC, located in NAPERVILLE, IL. The firm provides financial planning, pension consulting, and asset allocation services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They manage approximately $3.33 billion in assets.
Calamos Wealth Management LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$3.33B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation services

Asset allocation services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paris Karasso’s Registration & Firm History

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)

Not sure if Paris Karasso is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paris Karasso.
Not sure if Paris Karasso is right for you?