Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Jones is a financial advisor with over 7 years of experience in the industry. Katrina is currently registered with Mesirow Financial Investment Management, Inc. and has previously worked at Bankers Life Securities, Inc. and TradeStation Securities, Inc. Katrina is a licensed investment advisor representative in Illinois and New York. Katrina has passed the Series 4, 6, 7, 24, 63, and 66 exams.
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.
Strategic management for diversified investment portfolios.
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.
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
IL
05/07/2021 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
09/21/2020 - 05/25/2021
BANKERS LIFE SECURITIES, INC. (CHICAGO IL)
IL
06/27/2018 - 09/15/2020
TRADESTATION SECURITIES, INC. (CHICAGO IL)
IL
04/05/2016 - 06/19/2018
BANKERS LIFE SECURITIES, INC. (CHICAGO IL)
TX
10/08/2014 - 03/15/2016
NYLIFE SECURITIES LLC (DALLAS TX)
BOTH
Issued 10/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2018
Series 4 - Registered Options Principal Examination
BC
Issued 02/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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