Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Tan has been in the financial services industry for nearly 10 years. Katrina holds the Series 3, 7, and 63 licenses as well as the SIE designation. Katrina currently works at Blackrock Investments, LLC, where she has been employed since July 2022. Prior to this, Katrina was with PIMCO INVESTMENTS LLC in Newport Beach, California.
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.
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.
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2
CA
07/19/2022 - Present
Blackrock Investments, LLC (SAN FRANCISCO CA)
CA
04/03/2013 - 02/11/2022
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 3 - National Commodity Futures Examination
BC
Issued 04/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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