Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katerina? Claim Your ProfileKaterina Hencova is a financial advisor with over 15 years of experience in the industry. Katerina is currently registered with Osaic FA, Inc. as a Registered Representative and Investment Advisor Representative and has previously worked with Signator Investors, Inc. and Financial Network Investment Corporation. Katerina is licensed to provide financial advice in 15 states and has a strong track record of helping clients achieve their financial goals. Katerina is a Certified Financial Planner and holds Series 66, 7 and SIE licenses. Katerina also provides insurance services through Lincoln Financial Advisors.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
CA
01/08/2020 - Present
Osaic FA, Inc. (IRVINE CA)
CA
07/24/2008 - 04/01/2017
SIGNATOR INVESTORS, INC. (ANAHEIM CA)
CA
03/12/2008 - 07/02/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (GARDENA CA)
BOTH
Issued 05/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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