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 registered investment advisor representative with Cetera Investment Advisers LLC. Karen has been in the industry for over 30 years and has experience in various financial services areas including fixed insurance, portfolio management and financial planning. Karen is licensed in multiple states and has earned several professional certifications including Series 6, Series 7, Series 63 and Series 65. Karen also has experience working with Investors Capital Corporation and VOYA Financial Advisors, Inc.
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 02/09/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
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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