Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Yakubec is a financial advisor with J.P. Morgan Securities LLC, located in Fort Myers, FL. Karen has been in the financial industry since 2007. Karen has experience in various aspects of financial planning, including portfolio management for both individuals and businesses. She also provides selection of other advisors and pension consulting services. Previously, Karen was associated with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC, as well as Fifth Third Securities, Inc. Karen holds the Series 6, Series 63, 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.
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
FL
04/19/2023 - Present
J.p. Morgan Securities LLC (FORT MYERS FL)
FL
03/17/2014 - 07/07/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
FL
03/30/2011 - 12/10/2012
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
05/06/2010 - 02/24/2011
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
FL
07/25/2007 - 03/30/2010
WELLS FARGO ADVISORS, LLC (ESTERO FL)
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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