Unclaimed
Karen Thrun has been in the financial industry since 2004. Karen is registered as a broker-dealer and investment advisor representative with J.p. Morgan Securities LLC. Karen's background includes experience with both J.p. Morgan Securities LLC and BANC ONE SECURITIES CORPORATION. Karen is licensed in 53 states. Karen has earned a Series 7, Series 6, Series 63 and Series 65 license. Karen is also a Chartered Financial Consultant. Karen's specializations include Retirement Planning, College Savings, Estate Planning, Income Planning and Insurance Planning. Karen is also the authorized signer for On Your Game LLC, a hockey and figure skate sharpening and repairs business, and also provides ice sport essentials.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
04/19/2023 - Present
J.p. Morgan Securities LLC (Grand Rapids MI)
IL
05/14/1999 - 01/12/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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