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Katelin Michelle Luna

Ubs Financial Services Inc.

Omaha, NE

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-04-15
  • NE RA
    APPROVED
    Since 2025-04-15

Branch Locations

13815 Fnb Parkway Suite 300, Omaha, NE 68154-5220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Omaha NE 07/2024 Present
Ubs Omaha NE 02/2024 07/2024
Medical Solutions Omaha NE 05/2023 02/2024
University Of Nebraska Omaha Omaha NE 02/2023 05/2024
University Of Nebraska Omaha Omaha NE 08/2022 02/2023
Realty One - Group Sterling Omaha NE 05/2022 08/2022
University Of Nebraska Omaha Omaha NE 07/2020 05/2022
Amen 4 Kids Norfolk NE 03/2020 07/2020
Norfolk Public High School Norfolk NE 10/2019 03/2020
Hy-Vee Norfolk NE 06/2019 10/2019
Jcpenney Norfolk NE 11/2017 06/2018
Norfolk Public High School Norfolk NE 08/2016 11/2017
Norfolk Public High School Norfolk NE 06/2018 06/2019
  • 07/2024 → Present
    Ubs
    Omaha, NE
  • 02/2024 → 07/2024
    Ubs
    Omaha, NE
  • 05/2023 → 02/2024
    Medical Solutions
    Omaha, NE
  • 02/2023 → 05/2024
    University Of Nebraska Omaha
    Omaha, NE
  • 08/2022 → 02/2023
    University Of Nebraska Omaha
    Omaha, NE
  • 05/2022 → 08/2022
    Realty One - Group Sterling
    Omaha, NE
  • 07/2020 → 05/2022
    University Of Nebraska Omaha
    Omaha, NE
  • 03/2020 → 07/2020
    Amen 4 Kids
    Norfolk, NE
  • 10/2019 → 03/2020
    Norfolk Public High School
    Norfolk, NE
  • 06/2019 → 10/2019
    Hy-Vee
    Norfolk, NE
  • 11/2017 → 06/2018
    Jcpenney
    Norfolk, NE
  • 08/2016 → 11/2017
    Norfolk Public High School
    Norfolk, NE
  • 06/2018 → 06/2019
    Norfolk Public High School
    Norfolk, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-15
  • S66 Uniform Combined State Law Examination
    2025-04-15
Other Names
  • Katelin Michelle Russell

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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