Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina McNeace is a financial advisor registered with Fidelity Brokerage Services LLC. Katrina has been in the securities industry since April 10, 2016. Katrina holds the Series 7 and Series 63 licenses. She is also registered with the state of Colorado and 53 other states. Katrina is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
CO
04/11/2016 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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