Katarina Stein

Current Employers

Employment History

• 08/2015 → 04/2018
  Charles Schwab & Co., Inc.
  Annapolis, MD
• 04/2018 → 07/2018
  Allstate Insurance Company
  Pasadena, MD
• 08/2018 → 08/2020
  Ameriprise Financial Services, Inc.
  Annapolis, MD
• 08/2020 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
• 10/2020 → 02/2021
  Bank Of America, N.A.
  Annapolis, MD
• 02/2021 → Present
  Fidelity Investments
  Annapolis, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-02-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Annapolis, MD
• 2020-09-24 → 2021-02-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
  Columbia, MD
  Annapolis, MD
  Severna Park, MD
• 2018-08-29 → 2020-08-13
  Ameriprise Financial Services, Llc
  Annapolis, MD
• 2018-04-18 → 2018-08-16
  Allstate Financial Advisors, Llc
  Annapolis, MD
  Pasadena, MD
• 2015-09-01 → 2018-04-13
  Charles Schwab & Co., Inc.
  Annapolis, MD
  Washington, DC
• 2015-01-28 → 2015-08-11
  Capital One Advisors, Llc
  Seattle, WA
• 2014-04-24 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 2010-04-22 → 2014-04-22
  Wells Fargo Clearing Services, Llc
  Severn, MD
  Columbia, MD
  Severna Park, MD
  Laurel, MD
• 2008-08-22 → 2010-03-19
  M&T Securities, Inc.
  Deale, MD
• 2007-08-22 → 2008-08-13
  Pnc Wealth Management Llc
  Washington, DC
• 2006-06-20 → 2006-09-01
  Ameriprise Financial Services, Llc
  Annapolis, MD
  Owings Mills, MD

Other Businesses

OBA-93113|OrgNmn:Katarina Stein |Org Addr:Edgewater,Maryland,US|OBA Nature:Private Yoga instructor offeri|Invst Rel:N|Title:Sole Proprietor|Duties:Teach private yoga classes |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2006-06-19

Designations