Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Stellflue is a financial advisor with Goldstein Advisors, LLC, and is a Certified Financial Planner™ professional. Katherine has been working in the financial services industry for over 10 years and has experience with Ameriprise Financial Services, LLC, LPL Financial LLC, Securities America, Inc., and Kestra Investment Services, LLC. Katherine specializes in providing financial planning and portfolio management services to individuals and families. Katherine is also a real estate agent.
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.
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
10/06/2022 - Present
Goldstein Advisors, LLC (LAKE FOREST CA)
WI
11/30/2022 - 12/31/2023
KESTRA INVESTMENT SERVICES, LLC (Madison WI)
CA
10/12/2020 - 12/01/2022
SECURITIES AMERICA, INC. (LAKE FOREST CA)
CA
06/08/2018 - 10/08/2020
AMERIPRISE FINANCIAL SERVICES, LLC (IRVINE CA)
CA
01/23/2013 - 06/07/2018
LPL FINANCIAL LLC (NEWPORT BEACH CA)
CA
01/27/2009 - 01/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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