Unclaimed
Pratibha Katariya is a financial advisor who is registered with Allstate Financial Advisors, LLC. Pratibha is licensed in Florida, Nevada, New Jersey, and New York. Pratibha has been in the financial services industry since 2003. Pratibha holds the Series 66, Series 7 and SIE exams. Pratibha has previously been associated with WACHOVIA SECURITIES, LLC, EDWARD JONES, and UBS PAINEWEBBER INC. Pratibha has a specializations in retirement planning.
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.
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Third party advisory fees
1
2
NJ
05/09/2011 - Present
Allstate Financial Advisors, LLC (EDISON NJ)
NJ
02/28/2006 - 09/10/2008
WACHOVIA SECURITIES, LLC (METUCHEN NJ)
MO
08/04/2003 - 01/04/2005
EDWARD JONES (ST. LOUIS MO)
NJ
08/08/2001 - 05/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 09/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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