Karen Godfrey

Current Employers

Employment History

• 01/2007 → Present
  Mkc Associates
  Islandia, NY
• 01/2007 → 09/2025
  Avantax Investment Services, Inc.
  East Setauket, NY
• 07/2007 → 09/2025
  Avantax Advisory Services
  East Setauket, NY
• 09/2024 → Present
  S&P Financial Services
  Bohemia, NY
• 04/2007 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  East Setauket, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bohemia, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-26 → 2025-09-05
  Avantax Advisory Services
  East Setauket, NY
  Bohemia, NY

Other Businesses

1) McCrain Group~'NIR'~1461 Lakeland Ave, Ste 20~Bohemia~NY~11716~Other~Other~2/1/2007~150hrs~150hrs~Operational/Marketing Name Only| 2) S&P FINANCIAL SERVICES POSITION: Affiliate NATURE: We offer clients investment management, retirement planning, succession business planning, estate planning and overall financial planning through S&P Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 09/30/2024 ADDRESS: 80 Orville Dr.,, Ste 100, Bohemia NY 11716, United States DESCRIPTION: Manage and Review investment portfolios, manage client relationships & monitor, portfolio models and rebalancing financial planning, retirement planning, succession business planning and estate and income tax planning. 3)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Agent NATURE: Avantax Insurance Entities for selling Avantax approved Insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/27/2007 ADDRESS: 194 Main Street, East Setauket NY 11733, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featured partners.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-22

Other Names

• Karen Godfrey
• Karen Fay Naish
• Karen Chadwick
• Karen Godfrey Chadwick