Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Barrett is a financial advisor at Geneos Wealth Management, Inc. Katrina has over 16 years of experience in the financial services industry. She is registered with the state of Arizona as an investment advisor representative and holds Series 6, 7, 63, and 66 securities licenses. Katrina is also a licensed real estate agent and owns several small businesses in Scottsdale. Katrina specializes in providing financial planning, portfolio management, and retirement planning services to a variety of clients, including individuals, families, businesses, and charitable organizations. Prior to joining Geneos Wealth Management, Inc. Katrina worked at First Investors Corporation in Phoenix.
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
AZ
08/28/2009 - Present
Geneos Wealth Management, Inc. (Scottsdale AZ)
AZ
03/05/2007 - 07/17/2009
FIRST INVESTORS CORPORATION (PHOENIX AZ)
BOTH
Issued 08/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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