Karen ZarambaCRD Number: 1874868
Current Firm: Charter Oak Capital Management
Karen Zaramba (CRD# 1874868) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 12 years of experience in the finance industry. Karen Zaramba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Clear View Wealth Advisors, LLC
Lake Street Advisors, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2011 - Current||6|
|Charter Oak Capital Management||Portsmouth, NH||Mar 2011 - Current||7|
|Tag Securities, Inc.||Dallas, TX||Jun 2010 - Mar 2011||< 1|
|Aegis Capital LLC||Charlotte, NC||Nov 2009 - Mar 2011||1|
|Micg Investment Management||Newport News, VA||Nov 2009 - May 2010||< 1|
|Hunter Advisor, LLC||Waltham, MA||Sep 2009 - Sep 2009||< 1|
|Wells Fargo Advisors||Portsmouth, NH||Sep 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management462MILLIONS
Total Number of Accounts2,678ACCOUNTS
Average Account Value$172,495
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, LA, MA, ME, NH, NJ, NY, SC, TX, VA
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