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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Cannon Boucher is an investment advisor representative with Onedigital Investment Advisors, a firm that provides investment advice to individuals, businesses, and institutions. Katrina has been in the financial services industry since 2009, and has a wide range of experience in financial planning, portfolio management, and retirement planning. Katrina is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in Pennsylvania. Katrina holds the Series 7 and Series 66 licenses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/19/2018 - Present
Onedigital Investment Advisors (White Plains NY)
PA
11/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (York PA)
NY
11/30/2010 - 11/07/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
PA
07/15/2010 - 11/30/2010
NRP FINANCIAL, INC. (YORK PA)
PA
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (GETTSYBURG PA)
PA
02/04/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GETTSYBURG PA)
BOTH
Issued 02/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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