Unclaimed
Karen Carenen is a registered representative at J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Karen has been in the industry since August 2022. Karen holds the Securities Industry Essentials Examination and the Operations Professional Examination. Karen is registered to provide investment advice in a variety of areas, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/26/2022 - Present
J.p. Morgan Securities LLC (Columbus OH)
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2022
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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