Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katera? Claim Your ProfileKatera Snelling is a financial advisor with Edward Jones. Katera is licensed to provide financial advice in Oklahoma, Texas, and several other states. Katera is also registered as an Investment Advisor Representative in Oklahoma and Texas. Katera has been in the financial services industry for over 2 years. Katera has been with Edward Jones since December 2023. Before joining Edward Jones, Katera worked for NYLIFE Securities LLC. Katera's background includes working as a Homemaker, a Scribe for Scribe America, and a Commercial Real Estate Agent for NAI Benchmark. Katera is also a Managing Partner in a rental property business. Katera holds the Series 63, Series 66, and Series 7 licenses. Katera's areas of specialization include retirement planning, estate planning, college savings planning, insurance planning, and investment planning.
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.
See schedule d - miscellaneous
1
2
OK
02/16/2024 - Present
Edward Jones (OKLAHOMA CITY OK)
OK
05/19/2023 - 09/12/2023
NYLIFE SECURITIES LLC (OKLAHOMA CITY OK)
BOTH
Issued 01/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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