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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
21945 Three Notch Rd Suite 106, Lexington Park, MD 20653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karen E. Price Financial Management Llc | Lexington Park | MD | 02/2017 | Present |
| Nicolletti's Pizza | Lexington Park | MD | 08/2016 | 01/2017 |
| Saint Mary's Ryken High School | Leonardtown | MD | 08/2013 | 05/2017 |
| Saint Mary's College | Saint Mary's City | MD | 08/2017 | 05/2021 |
| Avantax Investment Services, Inc | Lexington Park | MD | 10/2021 | 09/2025 |
| Avantax Advisory Services | Lexington Park | MD | 02/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Lexington Park | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PALMIERI FINANCIAL SERVICES, LLC POSITION: Owner NATURE: I will provide financial services such as advisory, broker, and general financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 11/15/2022 ADDRESS: 21945 Three Notch Rd, Suite 106, Lexington Park MD 20653, United States DESCRIPTION: I will meet with clients, discuss their financial position, make recommendations, implement courses of action, and reconnect regularly to ensure their plans are up-to-date and their present course is appropriate. 2)"Karen E. Price Financial Management LLC; Tax Professional; Prepare individual and small business tax returns, offer tax advice and financial strategy and consultations; IR; 100; 02/01/2017; 21945 Three Notch Rd Lexington Park MD 20653; Ensure clients pay the least amount of tax possible in their given circumstances. Secure their information once under out possession. Verify the IRS and the state of Maryland receive and process their returns without incident. Rectify any errors made on the tax return by filing an amended return. Dishes. I will provide financial advice once I am licensed. "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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