Karen Patel is a registered investment advisor, based in Firestone, CO, with 15 years of industry experience.
Location
Firestone, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karen is an agent/broker for North Star Consultants & North Star Brokerage Resource Group, selling fixed insurance, and a consultant for North Metro Denver Small Business Development Center. She also serves as a director for Stoneridge Homeowners Assoc, co-founded Executive Newcomers Club, and works as a financial professional for North Star Resource Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Banc One Securities CorporationBroker
State Registrations10 states
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