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Pratibha K Katariya

Allstate Financial Advisors, LLC

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About Pratibha K Katariya

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.

Firm Information

Pratibha Katariya is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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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Fee Structure

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.

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other

Third party advisory fees

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Pratibha Katariya’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pratibha K Katariya.
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