Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Elizabeth Canizaro is a financial professional with over 4 years of experience in the financial services industry. Katelyn is currently registered with Wedbush Securities Inc. and has held previous positions with CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Katelyn has a broad range of experience in the financial services industry and has held roles in both brokerage and investment advisory.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/18/2023 - Present
Wedbush Securities Inc. (CHICAGO IL)
TX
06/06/2022 - 07/07/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
12/09/2020 - 12/15/2022
TD AMERITRADE, INC. (Southlake TX)
TX
04/24/2020 - 01/28/2021
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
06/14/2019 - 05/06/2020
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 07/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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