Unclaimed
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..
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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