Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katina? Claim Your ProfileKatina Heggemann is a registered representative with Wells Fargo Advisors Financial Network, LLC, serving clients in both Missouri and Texas. Katina has been in the industry since 1990 and has a strong track record of providing financial advice and investment management services. Katina's clients include individuals, businesses, and institutions. Katina is committed to helping her clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (JEFFERSON CITY MO)
MO
01/01/2008 - 09/08/2022
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON MO)
MO
12/05/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON MO)
CA
07/27/1993 - 12/05/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
04/24/1990 - 07/15/1993
MARK TWAIN BROKERAGE SERVICES, INC.
NA
11/06/1990 - 08/20/1991
INFINET SECURITIES, INC.
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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