Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Bauman is a financial advisor in Columbus, OH with over 13 years of experience in the industry. Karen is registered with GGM Financial LLC. Karen has passed the Series 63, Series 7 and SIE exams. Karen has worked with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and JPMORGAN DISTRIBUTION SERVICES, INC. Karen's current specializations include providing financial advice to individuals, as well as to high-net-worth individuals and charitable organizations. Karen is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
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.
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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OH
10/16/2023 - Present
GGM Financial LLC (COLUMBUS OH)
OH
01/03/2011 - 09/06/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
NY
09/02/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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