Karen H. Hajus
Professional summary
Karen Helene Hajus, who also goes by Karen Helene Wilchynski, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Karen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Karen has worked at 16 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 3, Series 7, Series 6, Series 10, Series 9, Series 4, Series 53, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Karen Helene Hajus's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2025 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054April 15, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 300 Kimball Drive Suite 310, Parsippany, NJ 07054January 24, 2025 - February 21, 2025
OSAIC WEALTH, INC.
January 24, 2025 - February 21, 2025
OSAIC WEALTH, INC.
March 31, 2017 - January 24, 2025
OSAIC FS, INC.
March 31, 2017 - January 24, 2025
OSAIC FS, INC.
March 31, 2017 - January 24, 2025
OSAIC FA, INC.
October 23, 2009 - March 20, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - March 20, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 17, 2007 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 17, 2007 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 12, 2007 - January 29, 2008
CONNECTICUT INVESTMENT MANAGEMENT
January 19, 2005 - April 5, 2007
NEWALLIANCE INVESTMENTS, INC.
December 5, 2003 - January 3, 2008
NEWALLIANCE INVESTMENTS, INC.
July 14, 1999 - December 9, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 4, 1997 - July 13, 1999
IFMG SECURITIES, INC.
December 2, 1996 - August 9, 1997
ROBERT THOMAS SECURITIES, INC
May 3, 1996 - February 18, 1997
INVEST FINANCIAL CORPORATION
August 18, 1995 - May 17, 1996
IFMG SECURITIES, INC.
October 29, 1993 - August 23, 1995
WALL STREET ACCESS
July 11, 1989 - November 2, 1993
INVEST FINANCIAL CORPORATION
December 22, 1988 - August 22, 1989
MML INVESTORS SERVICES, LLC
September 24, 1986 - November 2, 1993
INVEST FINANCIAL CORPORATION
April 4, 1986 - September 10, 1986
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2025)
(4/15/2025)
(3/6/2025)
(4/15/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 8
Date: 9/12/1994
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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