Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Rienas is a financial professional with a strong track record of success in the industry. Katie has been active in the industry for over a year and is currently registered as an investment advisor representative with Great Point Capital LLC. Katie has a diverse background, with experience at both Great Point Capital LLC and Coastal Equities, Inc. Katie holds a Series 7TO, Series 63, and SIE license, demonstrating her commitment to professional development. Katie is dedicated to providing her clients with the highest quality financial advice and guidance.
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
FL
04/04/2023 - Present
Great Point Capital LLC (Miami FL)
FL
11/16/2022 - 04/06/2023
COASTAL EQUITIES, INC. (MIAMI FL)
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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