Paris Karasso
Professional Summary
Paris Karasso, who also goes by Paris Karasso, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in Naperville, Illinois and CALAMOS FINANCIAL SERVICES LLC located in Naperville, Illinois. Paris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Paris has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paris Karasso
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Years of Experience
30 years in the financial services industry
Current & Past Employments
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Current Firm
CALAMOS WEALTH MANAGEMENT LLC
Contact Information
Main Address
2020 Calamos Court, Naperville, IL 60563-2787Phone Number
(630) 245-7200# of Employees
51SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,308AUM (Assets Under Management)
$5,475,141,780Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
Primary Firm SEC Registration
CALAMOS WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(8/13/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
CRS (Client Relationship Summary) - RIA
Click below to view Paris Karasso's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
