Unclaimed
Katrina Renacia is a financial professional with experience in the industry since August 2021. Katrina is currently registered with American Enterprise Investment Services Inc. Katrina holds the Series 7, Series 66 and SIE licenses and is registered in Minnesota. Katrina previously worked for MML INVESTORS SERVICES, LLC.
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.
1
2
MN
03/21/2022 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
05/19/2021 - 12/16/2021
MML INVESTORS SERVICES, LLC (Minneapolis MN)
BOTH
Issued 07/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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