Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Jefferson Carter is a financial advisor with over 20 years of experience in the industry. Katrina is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Before joining Tiaa-Cref, Katrina was previously employed with TD Ameritrade, Inc. and Ameritrade, Inc. Katrina holds a Series 7, Series 66 and SIE license and is licensed in Texas. Katrina is committed to helping her clients achieve their financial goals through personalized financial advice and wealth management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
07/25/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/26/2006 - 07/06/2007
TD AMERITRADE, INC. (FORT WORTH TX)
NE
12/14/2005 - 01/30/2006
AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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