Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katarina? Claim Your ProfileKatarina Gabriella Partalas is a registered investment advisor representative with Titleist Asset Management, LLC, located in San Antonio, Texas. Katarina has been in the financial services industry since 2023 and holds licenses for both securities and investment advising in Texas. Katarina is a graduate of Trinity University and has a diverse background in various industries.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/30/2024 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
BOTH
Issued 10/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katarina Partalas is the right advisor for you? Invested Better is here to help.
