Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Falke is a financial advisor with over 30 years of experience in the financial services industry. Katrina is currently registered with Wealthcare Advisory Partners LLC and has held previous registrations with several other firms. Katrina specializes in providing financial planning, investment advisory, and portfolio management services to individuals, families, and businesses. Katrina is dedicated to helping clients reach their financial goals and is committed to providing personalized service.
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.
1
2
PA
01/04/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
GA
09/25/1989 - 02/14/2018
INVEST FINANCIAL CORPORATION (MARIETTA GA)
MO
11/09/1995 - 11/28/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
01/19/1989 - 10/03/1989
PACIFIC RIM SECURITIES, INC.
NA
02/16/1988 - 01/11/1989
POWER SECURITIES CORPORATION
NA
08/21/1986 - 02/22/1988
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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