Kari S. Mcdonald
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.
Kari Suzanne Mcdonald, who also goes by Kari S Mc Donald, Kari Suzanne Wilbanks, was a registered financial professional .
Kari is a previously registered financial professional and started their career in finance in 1989. Kari had worked at 13 firms and has passed the Series 63, Series 66, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 24, 2009 - November 12, 2013
PROVASI CAPITAL PARTNERS LP
April 3, 2009 - September 2, 2009
SELECT CAPITAL CORPORATION
July 25, 2008 - December 5, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
April 23, 2008 - July 8, 2008
CCO CAPITAL, LLC
May 3, 2002 - February 21, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 28, 2000 - February 21, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
November 20, 1997 - November 23, 1999
CHARLES SCHWAB & CO., INC.
April 8, 1997 - November 25, 1997
BA INVESTMENT SERVICES, INC.
September 11, 1996 - December 2, 1996
D.E. FREY & COMPANY, INC.
August 19, 1996 - October 5, 1996
WELLS FARGO SECURITIES INC.
April 1, 1996 - August 19, 1996
FIRST INTERSTATE INVESTMENTS,INC.
May 25, 1993 - April 9, 1996
UBS FINANCIAL SERVICES INC.
August 23, 1991 - May 7, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 21, 1989 - July 8, 1991
PRINCIPAL FINANCIAL SECURITIES,INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PROVASI CAPITAL PARTNERS LP
CRD#: 119539 / SEC#: , 8-65200
Contact information
FINRA licenses (1 States and Territories)
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.
