Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Patricia Santamaria is a registered representative with M. S. Howells & Co. Katrina has been in the securities industry since 1999. Katrina is licensed in 38 states and has passed several industry exams. Katrina holds Series 6, 7, 24, 63, 65, 99TO and SIE licenses. In addition to the current role, Katrina has previously worked at FOX & COMPANY INVESTMENTS INC.
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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AZ
03/29/2001 - Present
M. S. Howells & Co. (SCOTTSDALE AZ)
AZ
07/09/1999 - 04/03/2001
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
IA
Issued 04/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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