Karen has been a Registered Representative offering financial services since 1996. In addition to securities licenses, she has a Bachelor of Science in Biology from Bucknell University and a Master of Science in Business Administration from Boston University. She is designated as an Enrolled Agent (EA) and is a member of the National Association of Tax Professionals (NATP). The combination of tax, investment and business experience allows her to provide comprehensive advice. In 1998 Karen affiliated with H.D.Vest Investment ServicesSM, a broker dealer focusing on helping tax professionals who provide investment services. In 2006 she founded KLG Financial Solutions and remains associated with Avantax.
Security Licenses: CA, CO, CT, DC, FL, MA, MI, NH, NJ, NY, NC, OR, PA, RI, TX, VT, VA.
Exams: Series 6, 63, 66, 7
Licenses: Sickness, Accident and Health, Variable Annuity*, Variable Life and Annuities*, Investment Advisor Representative*
Professional Designations: EA Enrolled Agent
Education: Master of Science in Business Administration, Boston University; Bachelor of Science in Biology, Bucknell University
*These services are offered by Karen Geiling through her affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.