Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Margaret Stumpf is a financial advisor registered with Osaic Wealth, Inc. She has been in the financial services industry since 2022. Katrina is a licensed investment advisor representative in Arizona and Oregon. Katrina offers a variety of financial planning and investment services to individuals, businesses, and corporations.
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.
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.
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
AZ
04/11/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
OR
02/10/2023 - 03/17/2023
ROYAL ALLIANCE ASSOCIATES, INC. (PORTLAND OR)
BOTH
Issued 04/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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