Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Zander is a financial advisor with J.P. Morgan Institutional Investments Inc. Karen has over 20 years of experience in the financial services industry. Karen has a wide range of experience, having worked at several firms including PaineWebber Incorporated, First Union Brokerage Services, Inc., and JPMorgan Distribution Services, Inc. Karen holds Series 7, 6, 63, and 65 licenses.
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.
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.
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2
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
01/01/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
01/21/2000 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
12/07/1999 - 01/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NJ
04/22/1999 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
02/24/1998 - 10/29/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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