Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lively is a financial advisor who has been in the industry since 2013. Karen is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in Indiana, Kentucky, and Illinois. She specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and asset allocation services. Karen has previously worked with Raymond James Financial Services, Inc., Fifth Third Securities, Inc. and Primevest Financial Services, Inc. Karen holds the Series 6, 7, 63, 65, and SIE 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.
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.
Asset allocation 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.
1
2
IN
12/01/2020 - Present
Ameriprise Financial Services, LLC (EVANSVILLE IN)
IN
10/18/2018 - 12/08/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (JASPER IN)
OH
10/01/2003 - 06/06/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MN
03/27/2000 - 02/04/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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