Unclaimed Profile

Karen Augello Casas

MOLEWSKI FINANCIAL SOLUTIONS LLC·BETHLEHEM, Pennsylvania

SIE, Series 7, Series 24, Series 66CFPClean record24 years registeredMOLEWSKI FINANCIAL SOLUTIONS LLC

100 GATEWAY DRIVE, SUITE 300, BETHLEHEM, PA 18017CRD# 2893896Firm CRD# 109437

Profile Verification

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

Identity

Karen Augello Casas · BETHLEHEM, PA

Registration

CRD #2893896 · MOLEWSKI FINANCIAL SOLUTIONS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOLEWSKI FINANCIAL SOLUTIONS LLC

MFP STRATEGIES

Mar 2011 – Dec 2014

BETHLEHEM, PA

JAMISON EATON & WOOD INC

Jun 2002 – Mar 2004

CHATHAM, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 25, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOLEWSKI FINANCIAL SOLUTIONS LLC

CRD 109437 · SEC 801-57622

AUM

$4.3B

Regulatory assets under management

Employees

140 client accounts

Services offered by MOLEWSKI FINANCIAL SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOLEWSKI FINANCIAL SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Karen Augello Casas offer?

Karen Augello Casas specializes in Financial Planning, Investment Management, Wealth Management.

What are Karen Augello Casas's credentials?

Karen Augello Casas holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karen Augello Casas located?

Karen Augello Casas is based in BETHLEHEM, Pennsylvania, last registered with MOLEWSKI FINANCIAL SOLUTIONS LLC.

How does Karen Augello Casas charge for services?

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

How large is MOLEWSKI FINANCIAL SOLUTIONS LLC?

MOLEWSKI FINANCIAL SOLUTIONS LLC has approximately 24 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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