Karen Fortunato joined us on July 14 in the role of Senior Client Service Associate. Karen has worked in financial services since 2019, first at Edward Jones Investments and then at Ameriprise Financial. She holds Series 7 and 66 licenses, and she is insurance-licensed as well. In her spare time, Karen enjoys performing in community theater, and spending time with her family and her dog.
300 Madison Avenue
29th Floor
New York, NY 10017
Phone: (917) 580-6041
Fax: (917) 591-4906
Toll free: (800) 894-6040
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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