Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yekaterina? Claim Your ProfileYekaterina Ferraro is an investment advisor representative at LPL Financial LLC in Lexington, MA. Yekaterina has been in the financial services industry since 2011. Yekaterina holds Series 6, 7, 63, and 65 licenses and is registered to provide investment advice in Massachusetts, California, Colorado, Maryland, New Hampshire and Virginia. Prior to joining LPL Financial, Yekaterina worked at Citizens Securities, Inc., Santander Securities LLC and NYLIFE Securities LLC. Yekaterina specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
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2
MA
09/17/2019 - Present
LPL Financial LLC (LEXINGTON MA)
MA
04/06/2015 - 09/13/2019
CITIZENS SECURITIES, INC. (ANDOVER MA)
MA
06/18/2013 - 03/12/2015
SANTANDER SECURITIES LLC (BOSTON MA)
MA
06/10/2011 - 01/02/2013
NYLIFE SECURITIES LLC (SALEM MA)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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