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Karen Leigh Cecalek

Frost Investment Services

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About Karen Leigh Cecalek

Karen Cecalek is a registered representative and investment advisor representative with Frost Investment Services in SAN ANTONIO, TX. Karen has been in the financial services industry for over 20 years. Karen holds the Series 6, 7TO, and 63 securities licenses and is registered in Texas. Previously, Karen worked at AIM Distributors, Inc. and Invesco Distributors, Inc. in Houston, TX. Karen specializes in portfolio management for individuals and businesses.

Firm Information

Karen Cecalek is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karen Cecalek’s Registration & Firm History

TX

09/25/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

09/01/2003 - 03/05/2004

A I M DISTRIBUTORS, INC. (HOUSTON TX)

TX

10/04/2000 - 09/01/2003

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Leigh Cecalek.
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