Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Antoinette Bell is a financial advisor in Westlake, TX. Katrina has been in the financial services industry for over six years. Katrina is a registered representative of Charles Schwab & CO., Inc. and an Investment Advisor Representative for the firm. Katrina has a variety of experience in the financial services industry having previously worked at USAA FINANCIAL ADVISORS, INC. and CITIGROUP GLOBAL MARKETS INC. Katrina is licensed to provide securities and investment advisory services in all 50 states. Katrina's areas of specialization include retirement planning and asset management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/22/2017 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/25/2014 - 01/06/2017
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
BOTH
Issued 04/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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