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Katrina Irene Snowney

CPS Financial & Insurance Services, Inc.

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About Katrina Irene Snowney

Katrina Irene Snowney has been in the financial services industry since 2001. Katrina is currently registered with CPS Financial & Insurance Services, Inc. and has a Series 6 license. Katrina is licensed to conduct securities business in California. Katrina has previous registration with PACIFIC SELECT DISTRIBUTORS, INC..

Firm Information

Katrina Snowney is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Katrina Snowney’s Registration & Firm History

CA

10/07/2009 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

CA

03/17/2006 - 09/20/2006

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

CA

04/10/2001 - 01/20/2005

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katrina Irene Snowney.
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