Karen Patulski is a financial professional at Key Investment Services LLC, a broker-dealer with over 1,200 registered representatives nationwide. Karen has held an industry securities registration for 5 years and is subject to FINRA oversight.
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Firm Client Types
||High Net Worth Individuals
||Corporations or Other Businesses
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Experience and Employment History
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
|As of Date
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|Futures Managed Funds Examination
|General Securities Sales Supervisor Examination (Options Module & GeneralModule)
|Municipal Securities Principal Examination
|General Securities Principal Examination
|Uniform Investment Adviser Law Examination
|General Securities Representative Examination
|Uniform Securities Agent State Law Examination
|Investment Company Products/Variable Contracts Representative Examination
Firm Compensation Arrangements
Types of Compensation Arrangements