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KM

Karen A. Macalla

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CRD#: 1705266
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karen Ann Macalla, who also goes by Karen Ann Prinster, was a registered financial professional .

Karen is a previously registered financial professional and started their career in finance in 1987. Karen had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Ann Prinster

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 20, 1989 - February 22, 1990

FIRST INTERSTATE DISCOUNT BROKERAGE

BD
CRD#: 14371
Past

February 18, 1988 - January 2, 1989

FIRST INTERSTATE BROKERAGE OF TEXAS, INC.

BD
CRD#: 17450
Past

July 22, 1987 - November 28, 1987

MARK TWAIN BROKERAGE SERVICES, INC.

BD
CRD#: 16925

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/23/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FI
FIRST INTERSTATE DISCOUNT BROKERAGE
FIRST INTERSTATE DISCOUNT BROKERAGE

CRD#: 14371 / SEC#: , 8-30598

BD
Terminated by FINRA on 07/26/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/08/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST INTERSTATE DISCOUNT BROKERAGE

CRD#: 14371

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