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.
BrightScope Advisor Metrics
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||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.
|As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
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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
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