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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 Everett is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Katrina has been in the industry since 2001 and has experience providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Katrina is registered with the state of Georgia and Texas as an investment advisor representative.
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.
Investment consulting services to institutional clients
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.
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GA
10/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MARIETTA GA)
GA
02/13/2009 - 10/13/2023
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
12/04/2001 - 02/17/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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