Karen O'Kane is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-07-14 | present | Yes |
| TOWER SQUARE SECURITIES, INC. | 2011-11-29 | 2013-09-04 | — |
| MSI FINANCIAL SERVICES, INC. | 2011-11-29 | 2015-05-28 | — |
| WALNUT STREET SECURITIES, INC. | 2011-11-29 | 2013-09-04 | — |
| NEW ENGLAND SECURITIES | 2011-11-29 | 2015-01-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2011-11-03 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2007-03-06 | 2009-10-23 | — |