Gina Katrinak, financial advisor Lewes DE

Gina Katrinak

CRD Number: 5888766
Current Firm: Cetera Investment Advisers LLC

Gina Katrinak (CRD# 5888766) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lewes, DE and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St. Cloud, MN Aug 2015 - Current 8
Cetera Investment Advisers LLC Lewes, DE Aug 2015 - Current 8
Utilities Employees Credit Union Lewes, DE Mar 2008 - Current 16
Swbc Investment Services LLC San Antonio, TX Feb 2011 - Aug 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Gina M. Katrinak
Phone Number: 888-528-2987
Registered State(s):
  • DE
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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