Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katia? Claim Your ProfileKatia Kin is a registered Investment Advisor Representative in California and Texas. Katia Kin is currently employed by Inflection Advisors and Inflection Retirement Services. Katia Kin also is an IAR of Inflection Retirement Services and performs pension and qualified plan advisory services for businesses. Katia Kin holds a Series 65 license, obtained in August of 2022. Katia Kin has been providing financial advice since May of 2020.
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.
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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CA
08/15/2022 - Present
Inflection Advisors (CAMARILLO CA)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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