Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katerina? Claim Your ProfileKaterina Nalywajko is a Registered Investment Advisor Representative with MAI Capital Management, LLC. Katerina has been in the financial industry since 2002. Katerina has experience with a variety of firms including CITY NATIONAL SECURITIES, INC., MBSC, LLC, UST SECURITIES CORP, and Ethic Wealth Advisors. Katerina is licensed to provide investment advice in New York and West Virginia. Katerina is also licensed to provide investment advice to individuals, high-net-worth individuals, corporations, investment companies, and other investment 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NY
07/11/2024 - Present
MAI Capital Management, LLC (New York NY)
CA
01/19/2005 - 03/20/2006
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
NY
08/26/2003 - 09/07/2004
MBSC, LLC (NEW YORK NY)
CT
02/25/2002 - 03/24/2003
UST SECURITIES CORP. (STAMFORD CT)
IA
Issued 03/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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