Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Roxanne Jackson is a financial professional with over 6 years of experience in the industry. Katrina is currently registered with LPL Financial LLC in San Diego, CA and also has licenses in Iowa and Texas. Katrina has a broad range of experience working with different clients, including high-net-worth individuals, corporations, and pension plans.
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.
Consulting and other non-discretionary advisory services
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.
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CA
04/01/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
02/22/2022 - 03/28/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
GA
11/16/2021 - 02/22/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/16/2021 - 02/22/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
11/16/2021 - 02/22/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
11/16/2021 - 02/22/2022
TRIAD ADVISORS LLC (ATLANTA GA)
MN
11/16/2021 - 02/22/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
11/15/2021 - 02/22/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
10/31/2016 - 11/19/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 12/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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