Unclaimed
Katsiaryna Quandt is a financial advisor who is registered with Commonwealth Financial Network. She has been a registered representative for over five years and has experience in providing financial advice to individuals and businesses. Katsiaryna holds Series 7, 9, 10, 24, 66 securities licenses and has a SIE designation. She has also passed multiple exams, including the Securities Industry Essentials Examination, the General Securities Representative Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, and the General Securities Principal Examination. Katsiaryna is a member of the Southwestern Investment Advisory Services team and the Chronicle Partners LLC team. She is also a former employee of SECU BROKERAGE SERVICES, SECU LIFE INSURANCE COMPANY, STATE EMPLOYEES' CREDIT UNION, CREDIT UNION INVESTMENT SERVICES, and Raymond James Financial Services, Inc. Katsiaryna 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
05/27/2020 - Present
Commonwealth Financial Network (Franklin TN)
TN
05/26/2020 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Franklin TN)
TN
02/27/2017 - 05/22/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
NC
03/22/2016 - 10/31/2016
SECU BROKERAGE SERVICES (RALEIGH NC)
BOTH
Issued 04/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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