Daisy Karika
Senior Registered Client Associate
Background and Experience
Daisy, a Registered Client Associate, began her career in the industry in 1996 at Morgan Stanley starting in the back office and operations & working her way to the assistant operations manager. She then joined the Alliance Group in 2003 at Morgan Stanley and transitioned with the team in 2013 to Wells Fargo Advisors. Having been with the Alliance Group for the past 17 years, she has a deep understanding of the level & quality of service our clients expect always keeping their needs in the forefront.
Daisy has been recognized as a Wells Fargo Advisors Platinum Council Client Associate (2018), The Wells Fargo Platinum Client Associate (previously Premiere Client Associate) distinction held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Daisy holds a Bachelor’s degree in Psychology from St. John’s University. In addition, she holds her FINRA Series 7 & 63 registrations as well as life insurance licenses in multiple states.
Away from the office
Daisy resides in St. James NY with her husband and 3 children. Away from the office she enjoys spending time with her family, traveling and outdoor activities.
Daisy, a Registered Client Associate, began her career in the industry in 1996 at Morgan Stanley starting in the back office and operations & working her way to the assistant operations manager. She then joined the Alliance Group in 2003 at Morgan Stanley and transitioned with the team in 2013 to Wells Fargo Advisors. Having been with the Alliance Group for the past 17 years, she has a deep understanding of the level & quality of service our clients expect always keeping their needs in the forefront.
Daisy has been recognized as a Wells Fargo Advisors Platinum Council Client Associate (2018), The Wells Fargo Platinum Client Associate (previously Premiere Client Associate) distinction held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Daisy holds a Bachelor’s degree in Psychology from St. John’s University. In addition, she holds her FINRA Series 7 & 63 registrations as well as life insurance licenses in multiple states.
Away from the office
Daisy resides in St. James NY with her husband and 3 children. Away from the office she enjoys spending time with her family, traveling and outdoor activities.