Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Terrell is a financial professional with over 30 years of experience in the financial services industry. Karen Terrell has a deep understanding of the financial markets and is committed to providing her clients with personalized financial advice. Karen Terrell is a registered representative and investment advisor representative. Karen Terrell is currently affiliated with Cetera Investment Advisers LLC and has previously worked with Investors Capital Corp., VOYA Financial Advisors, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Karen Terrell holds Series 6, 7, 63, and 65 licenses and is also a Registered Principal. Karen Terrell is dedicated to helping clients achieve their financial goals.
BRECKENRIDGE, CO
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (BRECKENRIDGE CO)
CO
10/21/2014 - 10/03/2016
INVESTORS CAPITAL CORP. (BRECKENRIDGE CO)
CO
03/03/2007 - 10/22/2014
VOYA FINANCIAL ADVISORS, INC. (BRECKENRIDGE CO)
CO
10/01/2002 - 03/05/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BRECKENRIDGE CO)
TX
10/30/1992 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 2/9/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/2/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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