Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Gail Rohrbacher is a financial professional with over 10 years of experience in the industry. Karen is currently registered with J.P. Morgan Securities LLC as an investment advisor representative. Karen is licensed to provide financial advice in New York. Karen holds the Series 99 and SIE licenses. Karen has experience working with individual investors, corporations, high-net-worth individuals, and charitable organizations. Karen specializes in providing financial planning, pension consulting, and portfolio management services.
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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NY
05/28/2012 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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