Katrina StumpCRD Number: 5933037
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Katrina Stump (CRD# 5933037) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 2 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Portland, OR||Jan 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Portland, OR||May 2011 - Jan 2014||2|
|Smith Freed & Eberhard||Portland, OR||Mar 2010 - May 2011||1|
|Propel Insurance||Portland, OR||Jan 2010 - Mar 2010||< 1|
|Unemployed||Portland, OR||Oct 2009 - Dec 2009||< 1|
|Levi Strauss & Company||San Francisco, CA||Jul 2009 - Oct 2009||< 1|
|Unemployed||Santa Clara, CA||Jun 2009 - Jul 2009||< 1|
|Santa Clara University||Santa Clara, CA||Sep 2008 - Jun 2009||< 1|
|Levi Strauss & Company||San Francisco, CA||Jun 2008 - Sep 2008||< 1|
|Santa Clara University||Santa Clara, CA||Sep 2007 - Jun 2008||< 1|
|Propel Insurance||Longview, WA||Jun 2007 - Sep 2007||< 1|
|Santa Clara University||Santa Clara, CA||Sep 2006 - Jun 2007||< 1|
|Propel Insurance||Longview, WA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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