Kathleen Nmn Camisa
Professional Summary
Kathleen Nmn Camisa, who also goes by Kathleen Camisa, Kathleen Everett, is a registered financial advisor currently at STOCK SECURITIES LLC located in Stamford, Connecticut and CANDEAL SECURITIES, LLC located in Stuyvesant, New York. Kathleen is registered as a RR (Registered Representative) and started their career in finance in 2004. Kathleen has worked at 7 firms and has passed the SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kathleen Camisa, Kathleen Everett
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
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
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
Current Firm
LOCUST WALK SECURITIES, LLC | LWP ADVISORS, LLC
Contact Information
Main Address
420 Boylston Street Floor 6, Boston, MA 02116Mailing Address
420 Boylston Street Floor 6, Boston, MA 02116Phone Number
(617) 300-0161Established
Delaware since 12/14/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
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.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(11/3/2022)
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
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - BD
Click below to view Kathleen Nmn Camisa's CRS (Customer Relationship Summary).
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
LPL ENTERPRISE, LLC
AE WEALTH MANAGEMENT, LLC


