Katrina A. Bell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Katrina Ann Bell, who also goes by Katrina Ann Burwell, Katrina Ann Schnelle, was a registered financial professional .
Katrina is a previously registered financial professional and started their career in finance in 1993. Katrina had worked at 4 firms and has passed the Series 65, Series 63, Series 2 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 31, 2020 - April 15, 2026
ZUNA, LLC
June 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.
Visual representation of state registrations
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 | 60 |
| AUM (Assets Under Management) | $ 411,282,994 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
