Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Louise Brown is a financial advisor registered with Allegheny Financial Group Ltd. Katrina has been in the financial industry since April 30, 2017. Katrina is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Katrina focuses on financial planning for individuals, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Katrina is registered in Pennsylvania, Connecticut, Florida, Georgia, Maryland, Massachusetts, New York, Ohio, and Oregon.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Performance based fees pd to gps of affiliated entities
1
2
PA
07/11/2017 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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