Katrina J. Kourkoutis

A MORE CERTAIN PATH

Jefferson, LA

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CRD#: 3149979

Professional summary

Katrina Jael Kourkoutis, CFP® is a registered financial advisor currently at A MORE CERTAIN PATH located in Jefferson, Louisiana.

Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Katrina has worked at 9 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Prepared Certified Financial Planner exam study material for Mometrix Media, LLC. Mometrix Media is not an investment-related business. Mometrix Media's address is 3727 Phelan, #179, Beaumont, TX 77707. Mometrix Media provides exam study material for a variety of industries. I performed my duties as an independent contractor writer. Ongoing projects are available. The last project was completed on 2/1/2024, preparing 40 study cards for CFP� exam. Also worked part-time as a seasonal employee for Intuit TurboTax during tax season.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katrina Jael Kourkoutis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 22704

NEW ORLEANS, LA

Past

March 30, 2005 - December 31, 2005

DORSEY & COMPANY, INC.

CRD#: 1668

NEW ORLEANS, LA

Past

October 21, 2003 - September 7, 2004

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

August 16, 2001 - February 21, 2003

DORSEY & COMPANY, INC.

CRD#: 1668

NEW ORLEANS, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(4/6/2022)

IAR

Texas
(2/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/2001

General Securities Representative Examination

Current Firm

A MORE CERTAIN PATH

A MORE CERTAIN PATH | A MORE CERTAIN PATH, LLC

CRD#: 317497 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/6/2022 Approved)

Texas

Registered Investment Advisory firm - (2/1/2022 Conditional Restricted)

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Contact information

Main Address

Jefferson, LA

Mailing Address

Phone number

(504) 358-3385

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Katrina J. Kourkoutis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katrina Jael Kourkoutis's CRS (Customer Relationship Summary).

Certified licenses

Experience

A MORE CERTAIN PATH

MONTZ HARCUS WEALTH MANAGEMENT

AMERITAS INVESTMENT COMPANY, LLC

CRESCENT STERLING LTD.

PEBBLE MANAGEMENT GROUP

WEALTHHARBOR CAPITAL GROUP, LLC

WFG INVESTMENTS, INC.

DORSEY & COMPANY, INC.

PAN-AMERICAN FINANCIAL ADVISERS

DORSEY & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2010

Series 7

Date: 8/13/2001

Current Firm

A MORE CERTAIN PATH

Contact information

Documents

Red Flags

Company Information

A MORE CERTAIN PATH

TRUST BUT VERIFY

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