Katrina ErkerCRD Number: 5440087
Current Firm: Ubs Financial Services Inc.
Katrina Erker (CRD# 5440087) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wichita, KS and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Ubs Financial Services Inc.||Wichita, KS||Oct 2007 - Current||9|
|Executive Management Services||Clearwater, KS||Sep 2007 - Current||10|
|Conway Bank||Wichita, KS||Jan 2005 - Oct 2007||2|
|Crossroads Liquor||Viola, KS||Aug 2006 - Sep 2007||1|
|Victorias Secret||Wichita, KS||Jul 2004 - Jul 2007||3|
|Mary Kay||Conway Springs, KS||Sep 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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