Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Nessa Wilson is a financial advisor with over 24 years of experience in the financial services industry. Katrina is currently a registered representative with Concurrent Investment Advisors, LLC, where she provides financial planning and portfolio management services to individuals, families, and businesses. Katrina has also held previous positions at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Katrina has a strong track record of success in helping her clients achieve their financial goals.
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
FL
04/17/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
MI
01/05/2018 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GROSSE POINTE MI)
MI
09/22/1998 - 01/11/2018
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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