Years of Experience
5-20+ Years
Chicago, IL
12 Years Experience
0 Disclosures
ADVISOR BIO
Kara Elizabeth Tichawa is a registered representative at Morgan Stanley. Kara has been in the securities industry since November 20, 2012 and has a current registration with the state of Illinois. Kara is licensed to sell securities in 53 states and has passed the Series 66, SIE and Series 7 exams.
SPECIALIZATIONS
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Karen Louise Garcia is a registered Investment Advisor Representative with GeoWealth Management LLC in Chicago, Illinois. Karen Garcia has been in the financial services industry since 1988. Karen Garcia also has experience with First Western Financial, Inc. and First Western Capital Management.
SPECIALIZATIONS
Chicago, IL
21 Years Experience
0 Disclosures
ADVISOR BIO
Karen Montgomery is a financial advisor with J.P. Morgan Securities LLC. Karen has been in the financial services industry since 2003. Karen's expertise is in portfolio management, financial planning and pension consulting for both individuals and businesses. Karen has a strong record of success in helping clients achieve their financial goals. Karen has been registered with FINRA since 2007. Karen is licensed in 50 states and has a Series 7, Series 9, Series 10 and Series 66 license.
SPECIALIZATIONS
CHICAGO, IL
22 Years Experience
0 Disclosures
ADVISOR BIO
Karen Gordon is an investment advisor representative associated with UBS Financial Services Inc. based in Chicago, IL. Karen has been in the securities industry since 2002. Karen is registered with the state of Illinois and also holds FINRA Series 66, SIE, and Series 7 licenses.
SPECIALIZATIONS
CHICAGO, IL
17 Years Experience
0 Disclosures
ADVISOR BIO
Karen Jones is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen has been in the securities industry since 2008. Karen has experience working at J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Karen has a Series 7, Series 66 and SIE license. Karen also serves on the Advisory Board for the NorthShore University HealthSystem Foundation.
SPECIALIZATIONS
CHICAGO, IL
30 Years Experience
0 Disclosures
ADVISOR BIO
Karen Kowall Brask is a financial advisor with Ausdal Financial Partners, Inc. Karen has been in the financial services industry since 1994. She holds Series 63, Series 24, SIE, and Series 7 licenses. Karen has experience in the following areas: financial planning, portfolio management for businesses, and portfolio management for individuals. Previously, Karen worked for LPL FINANCIAL CORPORATION, WATERSTONE FINANCIAL GROUP, INC., OCC DISTRIBUTORS, AMERICAN MEDICAL INVESTMENT COMPANY, L.P., and AMA INVESTMENT ADVISERS, INC.
SPECIALIZATIONS
CHICAGO, IL
20 Years Experience
0 Disclosures
ADVISOR BIO
Karen R White is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen is a licensed securities professional with experience in the industry since December 2004. Karen has passed several exams including the Series 66, Series 7 and SIE exams, demonstrating her knowledge and skills. Karen has a strong background in financial planning, portfolio management and pension consulting. Karen is licensed in over 40 states and has a long history of serving the financial needs of individuals, corporations and other businesses.
SPECIALIZATIONS
Chicago, IL
17 Years Experience
0 Disclosures
ADVISOR BIO
Karen Ortiz is a financial advisor at Morgan Stanley. Karen has been in the financial services industry since 2008 and is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Karen holds Series 7, 9, 10, and 66 securities licenses. Karen has previously worked at Credit Suisse Securities (USA) LLC. Karen specializes in providing asset allocation advice, financial planning, and portfolio management services to individuals, businesses, and investment companies.
SPECIALIZATIONS
CHICAGO, IL
29 Years Experience
0 Disclosures
ADVISOR BIO
Karen Elizabeth Lutomski is a financial professional with over 25 years of experience in the industry. Karen is currently registered with Nuveen Asset Management, LLC in both California and Illinois. Prior to her current role, Karen worked with LAZARD ASSET MANAGEMENT SECURITIES LLC in San Francisco and LAZARD FRERES & CO. LLC in New York. Karen holds a variety of industry licenses and certifications, including Series 2, 7, 24, 63, 65 and SIE. Karen has a broad range of experience, specializing in investment management for individuals, businesses, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
CHICAGO, IL
29 Years Experience
0 Disclosures
ADVISOR BIO
Karen Derose is an experienced financial advisor with over 27 years of experience. Karen is registered to offer securities and investment advisory services in 34 states. Karen is currently employed with Osaic Wealth, Inc. and is licensed to conduct business through the firm's offices in Longboat Key, FL, Summerville, SC, Chicago, IL and Middletown, NJ. Karen has been associated with Lincoln Financial Advisors Corporation in the past. Karen is a Series 6, 7 and 63 licensed holder. She also passed the Series 65 exam and the SIE exam. Karen holds the following specializations: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
