Katrina Soelter (CRD# 6243614) is an Investment Advisor Representative working at Equalis Financial in North Hollywood, CA and has over 10 years of experience in the finance industry. Katrina Soelter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avise Financial | Los Angeles, CA | Oct 2023 - Current | < 1 |
| Equalis Financial LLC | Los Angeles, CA | Jul 2023 - Current | < 1 |
| Kcs Wealth Advisory | Los Angeles, CA | Apr 2019 - Jul 2023 | 4 |
| Wells Fargo Clearing Services, LLC | Los Angeles, CA | Nov 2016 - Apr 2019 | 2 |
| Wells Fargo Advisors, LLC | Los Angeles, CA | Aug 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
- OR
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts196ACCOUNTS
-
Average Account Value$264,204
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, OR
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