Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Joyce Michel is a financial advisor with over 30 years of experience in the industry. Karen is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Karen was a registered representative at NATIONAL PLANNING CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC.. Karen is licensed to sell securities in eight states: California, Connecticut, Georgia, Hawaii, Idaho, Missouri, North Carolina, and Washington. Karen's expertise lies in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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CA
11/29/2017 - Present
LPL Financial LLC (NORTH HOLLYWOOD CA)
CA
06/21/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (NORTH HOLLYWOOD CA)
AZ
05/09/1994 - 06/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
12/17/1985 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NA
02/03/1986 - 04/22/1987
SENTRA SECURITIES CORPORATION
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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