KARA SUE BOCCELLA is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with SERENUS WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SERENUS WEALTH ADVISORS, LLC | 2024-07-15 | present | Yes |
| CERTUITY, LLC | 2014-09-23 | 2024-08-12 | — |
| KLS PROFESSIONAL ADVISORS GROUP, LLC | 2010-11-23 | 2014-09-15 | — |