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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Buhl is a financial advisor registered with Robert W. Baird & Co. Inc. in Scottsdale, Arizona. Katrina has been working in the financial industry since 2014. She has a wide range of experience in the industry and holds multiple certifications. She is a licensed representative for both securities and investment advisory services. Her primary focus is on providing financial planning and investment management services to individuals, businesses, and institutions. Katrina has experience working with a variety of clients, including high-net-worth individuals, families, and corporations. She offers a variety of investment services, including portfolio management, retirement planning, and estate planning.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
08/10/2021 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
AZ
07/13/2018 - 07/21/2021
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
07/16/2014 - 11/17/2017
EDWARD JONES (TEMPE AZ)
BOTH
Issued 01/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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