Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catalina? Claim Your ProfileCatalina Acosta Stone is a securities professional registered with FINRA. Catalina holds the Series 7TO and SIE licenses and is currently employed by DFA Securities LLC. She has been working in the securities industry since 2022 and has been registered with DFA Securities LLC since May 13, 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NC
05/13/2024 - Present
DFA Securities LLC (CHARLOTTE NC)
BC
Issued 05/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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