Katerina Hencova

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 04/2017
  Signator Investors Inc.
  Anaheim, CA
• 04/2017 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2017-04-04 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA
  Corona Del Mar, CA
• 2010-01-25 → 2017-04-01
  Signator Investors, Inc.
  Anaheim, CA

Other Businesses

1) KATERINA HENCOVA ADDRESS: 18400 VON KARMAN AVENUE, SUITE 450, IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT & HEALTH, DISABILITY, AND TRADITIONAL LIFE INSURANCE; FIXED AND EQUITY-INDEXED ANNUITIES START DATE: 07/2008 HOURS PER MONTH: 2, HOURS PER MONTH DURING TRADING HOURS: 0 2) COACHING POSITION: Self NATURE: Coaching how to negotiate salary, compensation packages and professional fees. This may include individual one-on-one coaching, group coaching and/or public workshops/speaking. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2021 ADDRESS: 890 Landers Ln., 3102, Landers CA 92285, United States DESCRIPTION: Coaching professionals on how to grow their confidence and strategize to ask for the value that matches their skills and experience and service. 3) FIXED, FIXED INDEX ANNUITIES, LIFE AND LTC POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/23/2025 ADDRESS: 18400 Von Karman Ave., #450, Irvine CA 92612, United States DESCRIPTION: Selling and placing fixed and fixed index annuities, life insurance and LTC policies. 4) CONTINUUM CONSULTING GROUP POSITION: Financial Planner NATURE: Partnership. I am not one of the partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/03/2017 ADDRESS: 18400 Von Karman Ave. 450, Irvine CA 92612, United States DESCRIPTION: Build Financial Plans, manage investors investments.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-05

Designations

• Certified Financial Planner