Karen Sue Terrell

Current Employers

Employment History

• 10/2014 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 10/2014 → 09/2023
  Dba Cameron Financial Strategies
  Breckenridge, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-10-21 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Breckenridge, CO
  Lynnfield, MA
• 2007-03-15 → 2014-10-22
  Voya Financial Advisors, Inc.
  Wichita, KS
  Breckenridge, CO
  Colorado Springs, CO
  Breckenridge, CO
• 2001-12-31 → 2007-03-05
  American General Securities Incorporated
  Breckenridge, CO
  Houston, TX
  Breckinridge, CO

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/16/2016; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, ANNUITIES, AND LONG TERM CARE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-09
• S65 Uniform Investment Adviser Law Examination
  1999-12-02

Other Names

• Karen S Terrell
• Karen Sue Roedel