Karen Zaramba is a CFP-designated registered investment advisor, based in Portsmouth, NH, with 20 years of industry experience.
Location
Two International Drive, Suite 325, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is an Investment Advisor Representative at Charter Oak Capital Management, dedicating nearly full-time hours to managing client relationships. She is also a member of the Seacoast Women's Investment Group, treasurer for the Pope Memorial Cocheco Valley Humane Society, a member of Oak Tree Properties (owns commercial property), and a member of Cell Point LLC (personal investment).
Employment History
Current Registrations
Charter Oak Capital Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Tag Securities, INC.Broker
Micg Investment Management, LLCBroker
Aegis Capital, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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