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Karen Lynn Marshalwitz

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sewickley, PA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-06-23
TX RA APPROVED 2007-02-05
NJ RA APPROVED 2005-05-27
  • PA RA
    APPROVED
    Since 2010-06-23
  • TX RA
    APPROVED
    Since 2007-02-05
  • NJ RA
    APPROVED
    Since 2005-05-27

Branch Locations

417 Thorn St, Sewickley, PA 15143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 11/1997 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-26
S63 Uniform Securities Agent State Law Examination 1991-10-23
  • S66 Uniform Combined State Law Examination
    2005-05-26
  • S63 Uniform Securities Agent State Law Examination
    1991-10-23
Other Names
  • Karen L Shaytar
  • Karen Lynn Shaytar
  • Karen L Tokarski
  • Karen Lynn Tokarski

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SEWICKLEY FINANCIAL LLC
CITIZENS SECURITIES, INC.

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JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik

Other Offices

JMS CAPITAL GROUP WEALTH SERVICES, LLC · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Sewickley, PA
SCHENLEY CAPITAL, INC · SEWICKLEY, PA
NAV WEALTH PARTNERS · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
J.P. MORGAN SECURITIES LLC · Sewickley, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Sewickley, PA

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