Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katarzyna? Claim Your ProfileKatarzyna Quiroz is a financial advisor with Beacon Pointe Advisors, LLC. Katarzyna has been in the financial industry since 2014 and has worked with Charles Schwab & Co., Edelman Financial Services, LLC, EF Legacy Securities, LLC, and Raymond James Financial Services, Inc. Katarzyna has a Series 7, Series 66, and SIE license. Katarzyna is a Registered Representative of Beacon Pointe Advisors, LLC, and a Registered Investment Advisor in Arizona.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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AZ
09/09/2020 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
AZ
01/13/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (TEMPE AZ)
FL
06/10/2016 - 12/09/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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