Karen D Trekell

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 08/2018 → Present
  Duffy, Cardwell, Clark & Clarke
  Houston, TX
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-03-28 → 2011-08-30
  Edward Jones
  East Hampton, CT
  Cromwell, CT
  St Louis, MO

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START 2008, 1 HR PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, DISABILITY, LONG-TERM CARE & ANNUITIES. 2. LATHERUP, LATHERMEUP, NOT INVESTMENT RELATED, 10727 BRAEWICK DRIVE, HOUSTON, TX 77096, SOAP MAKING AND OTHER ITEMS - INTERNET SALES AND CRAFT FAIRS, START OCTOBER 2014, 10-15 HOURS PER WEEK - NOT DURING TRADING HOURS, CO-OWNER AND PARTNER. 3. NAME OF OTHER BUSINESS: DUFFY, CARDWELL, CLARK & CLARKE; INVESTMENT RELATED: YES; ADDRESS: 10200 RICHMOND AVE SUITE 252, HOUSTON, TX 77042; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 10-15; APX NUMBER OF HOURS DURING TRADING HOURS: 10-15; BRIEF DESCRIPTION OF DUTIES: ASSISTING JEFF CARDWELL, DOING RESEARCH ON INVESTMENTS OR MATTERS PERTAINING TO HIS CLIENTS;

Exams

• S66 Uniform Combined State Law Examination
  2008-03-27