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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Alexis Cerullo is a financial advisor with D.a. Davidson & Co. based in Aurora, Colorado. Katelyn has been in the financial services industry since 2018 and holds a Series 66 license as well as Series 4, 7, 24, 52, 53, and 99 licenses. Katelyn is registered with the state of Colorado as well as the state of Montana. Katelyn has experience working with various clients including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Katelyn provides financial planning, portfolio management, and pension consulting services.
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.
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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2
CO
07/08/2024 - Present
D.a. Davidson & Co. (AURORA CO)
GA
12/18/2023 - 07/11/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NY
12/21/2023 - 07/10/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
CT
12/21/2023 - 07/10/2024
OSAIC INSTITUTIONS, INC. (MERIDEN CT)
AZ
12/18/2023 - 07/10/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
NE
10/01/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/18/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
WA
03/12/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 01/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/03/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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