Kari Qureshi (CRD# 7422995) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Middletown, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Bank | Middletown, CT | Mar 2023 - Current | 1 |
| Liberty Bank Investment Services | Middletown, CT | Mar 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Middletown, CT | Mar 2023 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Middletown, CT | Mar 2023 - Current | 1 |
| Pfs Investments Inc. | Plainville, CT | Aug 2022 - Mar 2023 | < 1 |
| Primerica Financial Services | Plainville, CT | Jan 2022 - Mar 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Old Saybrook, CT | Aug 2021 - Jan 2022 | < 1 |
| Wells Fargo Bank, Na | Old Saybrook, CT | Jul 2021 - Jan 2022 | < 1 |
| Best Buy | Waterford, CT | Jul 2021 - Jul 2021 | < 1 |
| Citizens Bank | Montville, CT | May 2021 - May 2021 | < 1 |
| Home Maker | Oakdale, CT | Sep 2020 - May 2021 | < 1 |
| United States Census Bureau | Washington, DC | Jun 2020 - Sep 2020 | < 1 |
| Riess Appraisal Co | Norwich, CT | Dec 2019 - May 2020 | < 1 |
| Eastern Ct Savings Bank | Norwich, CT | Aug 2016 - Dec 2019 | 3 |
| Liberty Bank | Essex, CT | Nov 2010 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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