Unclaimed
Scot Karr is a financial advisor with Park Avenue Securities LLC. Scot Karr has been in the industry since 1983. Scot Karr is registered to provide investment advice in 10 states including Colorado, Connecticut, Delaware, Massachusetts, New Jersey, New York, Ohio, South Carolina, Texas and Virginia. Scot Karr has passed exams Series 65, Series 63, Series 7, Series 3 and SIE. Scot Karr has specializations in Investment Advisory Services, Securities, Financial Planning, and Retirement Planning. Scot Karr is also a Certified Financial Planner. Scot Karr has previously worked for Goldman, Sachs & Co., Goldman Sachs Money Markets, L.P., Goldman Sachs Money Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Guardian Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
NY
05/06/2024 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NY
10/01/1996 - 06/02/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
10/25/1991 - 10/01/1996
GOLDMAN SACHS MONEY MARKETS, L.P.
NA
04/21/1988 - 10/25/1991
GOLDMAN SACHS MONEY MARKETS INC.
NA
09/04/1987 - 05/04/1988
GOLDMAN, SACHS & CO.
NA
09/24/1982 - 09/21/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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