Karena Zhu is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with DESTINATION WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 2025-04-04 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2024-05-15 | 2025-01-07 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2021-12-13 | 2024-04-10 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2020-06-23 | 2021-11-16 | — |
| HSBC SECURITIES (USA) INC. | 2020-01-06 | 2020-06-02 | — |