Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Breann Naslund is a financial professional with Mutual of America Securities LLC. Katie has been in the financial services industry since 2018. Katie holds her Series 6, Series 63 and Series 6TO licenses and is registered in Colorado, Utah and Wyoming. Katie was previously employed by GWFS Equities, Inc. in Greenwood Village, Colorado.
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.
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.
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2
CO
02/26/2024 - Present
Mutual OF America Securities LLC (GREENWOOD VILLAGE CO)
CO
09/28/2018 - 01/03/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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