Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katina? Claim Your ProfileKatina Lehotay is a financial professional with over 20 years of experience in the financial services industry. Katina is currently registered with Osaic Wealth, Inc. Katina has a strong background in investment advisory services and specializes in portfolio management for individuals and businesses. Katina also provides financial planning services. Katina has a proven track record of success in helping clients achieve their financial goals. Katina is committed to providing her clients with personalized 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.
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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (Farmington CT)
CT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Farmington CT)
CT
12/11/2018 - 07/17/2020
INVESTACORP, INC. (Farmington CT)
MA
06/01/2017 - 10/22/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
CT
05/08/2013 - 02/10/2017
P.J. ROBB VARIABLE CORPORATION (FARMINGTON CT)
CT
09/21/2010 - 09/02/2011
NFP SECURITIES, INC. (FARMINGTON CT)
CT
05/05/2005 - 02/25/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CA
06/14/2001 - 04/27/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IN
09/06/2000 - 04/30/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
09/21/1998 - 05/18/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 10/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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