Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karina? Claim Your ProfileKarina Bilotti is a financial advisor who has been in the industry since April 2000. She is currently registered with Wells Fargo Advisors Financial Network, LLC in Chicago, Illinois. Karina is a Series 66, Series 7 and SIE licensed advisor who also has experience with Morgan Stanley DW Inc. and PaineWebber Incorporated. Karina has been with Wells Fargo Advisors for over 14 years, providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Karina is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
06/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
07/11/2005 - 06/21/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
NY
06/12/2000 - 05/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
02/25/2000 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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