Karen Morse serves as Client Care Manager with 626 Financial, a Registered Investment Advisor. Karen has worked with Tom Anderton, assisting valued clients since 2007. Karen strives to provide a high level of service to our clients and to be sure we have the systems in place to ensure quality services.
Karen graduated with high honors from Michigan State University with a Bachelor’s degree in Risk and Insurance. She also holds an MBA in Finance from Western Michigan University. She has worked as an insurance underwriter and as a registered associate with four national Broker/Dealer firms from 1992 until 2021 and continues with 626 Financial, a registered investment advisor. Karen holds a Series 66 license.
Karen lives in northeast Kalamazoo County with her husband. They have a daughter, son and daughter-in-law, and three grandchildren. Karen loves to spend time in nature, read, and enjoy family.
Karen Morse serves as Client Care Manager with 626 Financial, a Registered Investment Advisor. Karen has worked with Tom Anderton, assisting valued clients since 2007. Karen strives to provide a high level of service to our clients and to be sure we have the systems in place to ensure quality services.
Karen graduated with high honors from Michigan State University with a Bachelor’s degree in Risk and Insurance. She also holds an MBA in Finance from Western Michigan University. She has worked as an insurance underwriter and as a registered associate with four national Broker/Dealer firms from 1992 until 2021 and continues with 626 Financial, a registered investment advisor. Karen holds a Series 66 license.
Karen lives in northeast Kalamazoo County with her husband. They have a daughter, son and daughter-in-law, and three grandchildren. Karen loves to spend time in nature, read, and enjoy family.
Karen Morse serves as Client Care Manager with 626 Financial, a Registered Investment Advisor. Karen has worked with Tom Anderton, assisting valued clients since 2007. Karen strives to provide a high level of service to our clients and to be sure we have the systems in place to ensure quality services.
Karen graduated with high honors from Michigan State University with a Bachelor’s degree in Risk and Insurance. She also holds an MBA in Finance from Western Michigan University. She has worked as an insurance underwriter and as a registered associate with four national Broker/Dealer firms from 1992 until 2021 and continues with 626 Financial, a registered investment advisor. Karen holds a Series 66 license.
Karen lives in northeast Kalamazoo County with her husband. They have a daughter, son and daughter-in-law, and three grandchildren. Karen loves to spend time in nature, read, and enjoy family.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.