Karen Cardenas, financial advisor New York City NY

Karen Cardenas

CRD Number: 6776765
Current Firm: Charles Schwab & Company, Inc.

Karen Cardenas (CRD# 6776765) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 4 years of experience in the finance industry.

Similar Advisors
Oreste Abbamonte, financial advisor New York City NY
Oreste A. Abbamonte
CRD# 4896689
J.p. Morgan Securities LLC
Similar Advisors
Augustine Abbatiello, financial advisor New York City NY
Augustine W. Abbatiello
CRD# 5336896
Cetera Investment Advisers LLC
Similar Advisors
Brian Abbondandolo, financial advisor New York City NY
Brian Abbondandolo
CRD# 6255377
Abbondandolo Wealth Management Corp
Company Name Location Dates Years
Charles Schwab & Company, Inc. New York, NY Mar 2022 - Current 2
Charles Schwab Bank Ssb New York, NY Mar 2022 - Current 2
Citigroup New York, NY Jan 2022 - Mar 2022 < 1
Charles Schwab & Company, Inc. New York City, NY Mar 2019 - Dec 2021 2
Charles Schwab Bank Ssb New York City, NY Mar 2019 - Dec 2021 2
Citi/midlance Queens, NY Mar 2018 - Mar 2019 1
Jpmorgan Chase Bank, N.a. Newark, DE Nov 2017 - Feb 2018 < 1
Jpmorgan Securities, LLC Newark, DE Nov 2017 - Feb 2018 < 1
Bookedout New York, NY Mar 2015 - Oct 2017 2
Morgan Stanley New York, NY May 2017 - Jun 2017 < 1
Baruch College/ Weissman Graduate Studies New York, NY Aug 2015 - May 2017 1
Baruch College/stan Rose Department Of Accountancy New York, NY Aug 2014 - Aug 2015 1
Jorge Robles Accountant New York, NY Jan 2014 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2019
S65 NASAA Investment Advisors Law Examination Jul 2023
Contact Info for Karen Cardenas
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.