Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Elaine Munsey is a financial advisor with over 18 years of experience in the industry. Karen is registered with LPL Financial LLC and has a Series 7, Series 66, and SIE license. Karen works with a variety of clients, including individuals, families, businesses, and charitable organizations. Karen specializes in providing financial planning, investment management, and retirement planning services. Karen is committed to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/15/2019 - Present
LPL Financial LLC (WESTFIELD IN)
IN
07/20/2007 - 01/16/2019
LASALLE ST SECURITIES, L.L.C. (KOKOMO IN)
IN
01/18/2006 - 07/23/2007
KEY INVESTMENT SERVICES LLC (KOKOMO IN)
IN
09/22/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (KOKOMO IN)
BOTH
Issued 01/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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