Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Schuman Lee is a financial advisor at Thrivent Investment Management Inc.. Karen is registered with FINRA, the state of Georgia as an investment advisor representative and with the following states: Connecticut, Georgia, Michigan, New York, Washington, and Wisconsin as a broker. Karen has been in the industry for 5 years and has a Series 7TO and SIE exam and also passed the Uniform Combined State Law Examination, or Series 66. Karen works with individuals, corporations, and other businesses. Karen's areas of expertise include retirement planning and portfolio management.
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.
1
2
GA
06/01/2023 - Present
Thrivent Investment Management Inc. (Alpharetta GA)
BOTH
Issued 05/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karen Lee is the right advisor for you? Invested Better is here to help.
