Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katerina? Claim Your ProfileKaterina Evelyn Stern is an investment advisor representative registered with the state of California. Katerina has been active in the financial services industry since July 2018. Katerina holds the Series 65 license and is a Certified Financial Planner. Katerina currently works for IEQ Capital, LLC, a firm with a focus on providing portfolio management services to individuals, families, and charitable organizations. The firm has offices in Foster City, California. Katerina has worked with IEQ Capital, LLC since August 2021.
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.
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CA
09/01/2021 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 03/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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