Unclaimed Profile

Karen R Bordonaro

DEMMING FINANCIAL SERVICES CORP.·AURORA, Ohio

Series 7, Series 24, Series 66Clean record24 years registeredDEMMING FINANCIAL SERVICES CORP.

13 NEW HUDSON ROAD, AURORA, OH 44202CRD# 3152460Firm CRD# 120106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen R Bordonaro · AURORA, OH

Registration

CRD #3152460 · DEMMING FINANCIAL SERVICES CORP. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DEMMING FINANCIAL SERVICES CORP.

DEMMING FINANCIAL SERVICES CORP.

Sep 2009 – Dec 2023

AURORA, OH

COORDINATED CAPITAL SECURITIES, INC.

Sep 2009 – Sep 2013

AURORA, OH

UBS FINANCIAL SERVICES INC.

Feb 2007 – Sep 2009

HUDSON, OH

MCDONALD INVESTMENTS INC.

Jun 2004 – Feb 2007

HUDSON, OH

BANC ONE SECURITIES CORPORATION

Feb 2004 – May 2004

BEACHWOOD, OH

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2001 – Jan 2004

HUDSON, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · September 14, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEMMING FINANCIAL SERVICES CORP.

CRD 120106 · SEC 801-69410

AUM

$575M

Regulatory assets under management

Employees

2,897 client accounts

Services offered by DEMMING FINANCIAL SERVICES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DEMMING FINANCIAL SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Karen R Bordonaro offer?

Karen R Bordonaro specializes in Financial Planning, Investment Management, Wealth Management.

What are Karen R Bordonaro's credentials?

Karen R Bordonaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen R Bordonaro located?

Karen R Bordonaro is based in AURORA, Ohio, last registered with DEMMING FINANCIAL SERVICES CORP..

How does Karen R Bordonaro charge for services?

Karen R Bordonaro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEMMING FINANCIAL SERVICES CORP.?

DEMMING FINANCIAL SERVICES CORP. has approximately 12 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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