Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Medina is a financial advisor in Wilmington, North Carolina, with over 16 years of experience in the industry. Katherine is currently registered with Sanctuary Advisors, LLC and has been active in the financial services industry since June 2007. Katherine has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Katherine holds the Series 66, Series 31, and Series 7 licenses and is also a Certified Financial Planner™. Katherine is a member of the CFP Board Council on Examinations. Katherine is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
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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2
NC
08/23/2024 - Present
Sanctuary Advisors, LLC (WILMINGTON NC)
NC
08/20/2008 - 08/27/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
06/07/2007 - 08/05/2008
AXA ADVISORS, LLC (WILMINGTON NC)
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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