Karen Trekell has been a financial advisor since 2008. Prior to that, Karen was a small business owner of a pizza franchise in Connecticut for 10 years. Karen earned a Bachelor of Environmental Studies from Texas A&M University in 1986 and studied abroad in Italy in 1985.
Karen holds the following:
Series 7 - General Securities Representative Registration
Series 66 - Uniform Securities Agent Registration
SIE - Securities Industry Essentials Registration
Insurance and Variable Annuities License
Investment Advisor Representative