Katrina A. Bell
Professional summary
Katrina Ann Bell, who also goes by Katrina Ann Burwell, Katrina Ann Schnelle, is a registered financial advisor currently at ZUNA, LLC located in Portland, Oregon.
Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Katrina has worked at 4 firms and has passed the Series 65, Series 63, Series 2 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katrina Ann Bell's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2020 - Present
ZUNA, LLC
Office #1: 3903 S Kelly Ave, Portland, OR 97239June 25, 2019 - September 25, 2019
DESCHUTES INVESTMENT CONSULTING, LLC
April 1, 2003 - December 31, 2004
DESCHUTES INVESTMENT ADVISORS, INC.
May 24, 1993 - October 3, 1995
CRABBE HUSON SECURITIES, INC.
Primary Firm SEC Registration
ZUNA, LLC
CRD#: 306113 / SEC#: 801-117623
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2020)
Exams
Series 2
Date: 9/26/1996
Non-Member General Securities ExaminationCurrent Firm
ZUNA, LLC
CRD#: 306113 / SEC#: 801-117623
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 389,551,160 |
Red Flags
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