Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Elizabeth Lutomski is a financial professional with over 25 years of experience in the industry. Karen is currently registered with Nuveen Asset Management, LLC in both California and Illinois. Prior to her current role, Karen worked with LAZARD ASSET MANAGEMENT SECURITIES LLC in San Francisco and LAZARD FRERES & CO. LLC in New York. Karen holds a variety of industry licenses and certifications, including Series 2, 7, 24, 63, 65 and SIE. Karen has a broad range of experience, specializing in investment management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
08/08/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
04/01/2004 - 06/15/2011
LAZARD ASSET MANAGEMENT SECURITIES LLC (SAN FRANCISCO CA)
NY
05/19/1995 - 04/01/2004
LAZARD FRERES & CO. LLC (NEW YORK NY)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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