Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Coke is a financial advisor with J.P. Morgan Securities LLC. Karen is registered with the state of California, Florida, and Illinois. Karen has been in the financial services industry for over 20 years. Karen has passed the Series 6, 7, 63, and 65 exams, and specializes in portfolio management for individuals and businesses. Karen has previously worked for Regions Investment Company, Inc. and First Commercial Investments, Inc. Karen has a wide range of experience in the financial services industry.
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
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2
IL
12/09/2022 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
AL
12/22/1998 - 02/01/2000
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AR
03/02/1998 - 10/06/1998
FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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