Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Mleziva is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Katrina holds Series 7TO, SIE and Series 66 licenses and is registered to provide investment advice in 53 states and the District of Columbia. Katrina has been in the financial industry for over 2 years and has a background in customer service, hospitality and operations. Katrina's previous experience includes working for a variety of companies including Bank of America, N.A., Encadria Staffing Solutions and Taverne In The Sky Lodge Kohler. Katrina is committed to providing her clients with personalized financial advice and guidance. Katrina's other business activities include working for a pet sitting app called Rover.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
01/26/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PETERSBURG FL)
BOTH
Issued 01/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katrina Mleziva is the right advisor for you? Invested Better is here to help.
