Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Terlinden is a financial advisor with over 9 years of experience. Katherine is currently registered with Cetera Investment Advisers LLC. Prior to this, Katherine was registered with Securian Financial Services, Inc. and CRI Securities, LLC. Katherine is licensed to conduct business in Minnesota. Katherine holds the Series 66, 52, 7, and SIE licenses. Katherine's primary office is located in St Paul, MN. Katherine also has an office in River Falls, WI. Katherine has expertise in various financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Katherine's specializations include financial planning, investment management, retirement planning, insurance, and estate planning.
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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MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
01/07/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
11/13/2015 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
BOTH
Issued 1/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/26/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 1/7/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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