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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 Frances calinisan Yun-nikolac is a financial advisor with Edward Jones. Katrina is licensed to provide financial advice in 22 states. Katrina has been in the financial industry since 2008. In addition to holding a Series 66 license, Katrina is also a Certified Financial Planner and holds Series 7 and SIE licenses. Katrina's previous experience includes a role at Ameriprise Financial Services, Inc. Prior to joining Edward Jones, Katrina worked at Ameriprise Financial Services, Inc. in San Francisco, CA. Katrina has worked at Edward Jones since 2008. Katrina specializes in providing financial planning, pension consulting, and selection of other advisors. Katrina also manages portfolios for businesses and individuals.
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.
See schedule d - miscellaneous
1
2
CA
08/21/2014 - Present
Edward Jones (PALO ALTO CA)
CA
03/14/2008 - 07/01/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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