Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lundy is a financial advisor with Northwestern Mutual Investment Services, LLC in Traverse City, MI. Karen has been in the industry since 2001 and holds Series 6, Series 63, and SIE licenses. Karen is also registered to conduct business in Colorado and Michigan. Karen's experience and knowledge of the financial services industry make her a valuable resource for clients seeking investment advice.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MI
06/29/2001 - Present
Northwestern Mutual Investment Services, LLC (TRAVERSE CITY MI)
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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