Katerina
Lubonja
Infinex Investments, Inc
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About this Advisor
Katerina Lubonja is a financial advisor operating out of Mansfield, Massachusetts, who has 2 years of industry experience. Lubonja is an employee of Infinex Investments, Inc. Their career trajectory has included roles at Mcb Financial Services At Mansfield Bank, Infinex Investments, Inc and Bluestone Wealth And Trust. Lubonja maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Infinex Investments, Inc is a financial advisory company that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It controls $3 billion in assets between its 8,831 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 78 charities and foundations. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the services. However, fee types charged by Infinex Investments, Inc most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Katerina Lubonja Work History
Katerina has been registered as a financial advisor for 2 years.*
Infinex Investments, Inc
Bluestone Wealth And Trust
Mcb Financial Services At Mansfield Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katerina Lubonja to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinex Investments, Inc
Chapel Hill, NC
Brooklyn, NY
Pittsburgh, PA
Waltham, MA
Grand Ledge, MI
Meriden, CT
Ellsworth, ME
Fletcher, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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