Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Timmons is a financial advisor with Raymond James & Associates, Inc. She is registered with FINRA and has been in the industry since 2012. Katrina has a broad range of experience and expertise in helping clients with their financial needs, including: * Portfolio Management * Financial Planning * Pension Consulting * Educational Seminars * Selection of Other Advisors * Portfolio Management for Businesses * Portfolio Management for Individuals Katrina is passionate about helping clients achieve their financial goals. Katrina is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She has a strong understanding of the financial markets and can develop investment strategies that are tailored to her clients' unique needs and risk tolerance. Katrina is also a strong advocate for her clients and will always act in their best interests.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/18/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/31/2019 - 06/22/2020
KOVACK SECURITIES INC. (Palm Beach Gardens FL)
FL
10/17/2017 - 06/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
FL
09/18/2014 - 11/15/2016
J.P. MORGAN SECURITIES LLC (Coral Springs FL)
FL
10/22/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (DELRAY BEACH FL)
BOTH
Issued 05/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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