Unclaimed
Karen Lorraine French is a financial advisor registered with LPL Enterprise, LLC. Karen has been in the financial services industry since October 1987. Karen is registered with the state of Illinois and holds Series 6, 7, 63, and 65 licenses. Karen holds the SIE and is registered with FINRA. Karen also has a current registration with the state of Arkansas, California, Indiana, and Michigan. Karen specializes in providing financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, and educational seminars. Karen is also registered with the state of Illinois as an Investment Advisor. Karen's office is located at 1901 BUTTERFIELD ROAD, SUITE 250, DOWNERS GROVE, IL 60515.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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IL
11/14/2024 - Present
LPL Enterprise, LLC (DOWNERS GROVE IL)
IA
Issued 03/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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