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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 Valerie Lamb is an investment advisor representative with MV Capital Management, Inc.. Katrina has been in the industry since September 1990. She has a Series 7, Series 63, and Series 65 license. Katrina is also a business strategy consultant and has been providing this service since January 2007. Katrina specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals. MV Capital Management, Inc. is an investment advisor that manages over $1 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. MV Capital Management, Inc. also provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
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
MD
03/05/2007 - Present
MV Capital Management, Inc. (BETHESDA MD)
NY
09/10/1990 - 03/30/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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