Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Griessman Dinkle is a financial professional with over 35 years of experience in the securities industry. Katrina is currently a registered representative with Stifel, Nicolaus & Company, Inc. based in Atlanta, Georgia. Prior to joining Stifel, Nicolaus, Katrina held positions with Sterne, Agee & Leach, Inc., Janney Montgomery Scott LLC, Keefe, Bruyette & Woods, Inc., UBS Warburg LLC, Paine Webber Incorporated, The Nikko Securities Co. International, Inc., and Manufacturers Hanover Securities Corporation. Katrina holds a Series 7, Series 52TO, Series 53, and Series 63 license and is registered in several states, including Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Katrina's specializations include financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
01/13/2014 - 06/05/2015
STERNE, AGEE & LEACH, INC. (ATLANTA GA)
GA
10/16/2009 - 01/13/2014
JANNEY MONTGOMERY SCOTT LLC (ATLANTA GA)
GA
06/09/2003 - 06/03/2008
KEEFE, BRUYETTE & WOODS, INC. (ATLANTA GA)
NY
12/01/2000 - 06/10/2002
UBS WARBURG LLC (NEW YORK NY)
NJ
03/31/1993 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/06/1991 - 03/20/1993
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
NA
02/21/1985 - 10/25/1991
MANUFACTURERS HANOVER SECURITIES CORPORATION
NA
04/18/1984 - 01/10/1985
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 05/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katrina Dinkle is the right advisor for you? Invested Better is here to help.
