Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katryna? Claim Your ProfileKatryna Wright is a financial advisor with LPL Financial LLC. Katryna has been in the financial services industry since March 20, 2014, and has worked with CUNA Brokerage Services, Inc., Southeast Financial Credit Union and Southeast Financial Wealth Management, in addition to LPL Financial LLC. Katryna is registered as a Registered Representative in Tennessee. Katryna holds the Series 66, Series 7, SIE, and Series 6TO licenses. Katryna specializes in providing investment advice to individuals, corporations, and other businesses, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Katryna also provides financial planning, portfolio management, and educational seminars.
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.
1
2
TN
05/18/2022 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
03/21/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BRENTWOOD TN)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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