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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katina? Claim Your ProfileKatina Summers is a financial advisor with Edward Jones. Katina has been in the financial services industry since December 10, 2017. Katina holds Series 66, Series 7 and SIE licenses and is registered in Alabama, Alaska, Louisiana, Mississippi, Tennessee, Texas. Katina has a branch office location in Kenner, LA. Katina is a licensed investment advisor representative (IAR) in Louisiana and Texas. Katina's firm, Edward Jones, has over 20,000 employees and manages over $824 billion in client assets. Katina is dedicated to helping her clients achieve their financial goals. She is passionate about providing personalized financial advice and guidance to her clients. Katina is a strong advocate for financial literacy and believes that everyone should have access to the financial resources they need to succeed.
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.
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.
See schedule d - miscellaneous
1
2
LA
01/10/2019 - Present
Edward Jones (Kenner LA)
BOTH
Issued 01/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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