Unclaimed
Katrina Elaine Stevens is a financial advisor with Robinhood Financial, LLC, based in Westlake, TX. Katrina has over 13 years of experience in the financial industry, having previously worked at TD Ameritrade, INC. She is licensed to sell securities in Texas. Katrina holds the Series 63, Series 7, Series 24 and SIE 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.
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.
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2
TX
04/04/2022 - Present
Robinhood Financial, LLC (Westlake TX)
CA
07/02/2009 - 04/01/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 06/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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