Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Furler has been in the financial services industry since August 30, 2010. Katrina is currently a registered representative with PFG Advisors in Omaha, Nebraska. Katrina has previously held positions with Securities America, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., and Woodmen Financial Services, Inc. Katrina holds Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, and Series 99TO licenses. Katrina provides financial planning, pension consulting and selection of other advisors services to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations and other clients.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
06/10/2022 - Present
PFG Advisors (Omaha NE)
NE
06/03/2022 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
GA
04/21/2021 - 05/13/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/21/2021 - 05/13/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/21/2021 - 05/13/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
04/21/2021 - 05/13/2022
TRIAD ADVISORS LLC (ATLANTA GA)
MN
04/21/2021 - 05/13/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
09/30/2013 - 05/13/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
08/11/2010 - 10/01/2013
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 02/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2013
Series 4 - Registered Options Principal Examination
BC
Issued 02/06/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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