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Meet with UsKaterina Lubonja
Registered Representative of Osaic Institutions, Inc..
Phone: 508.851.3639
Katerina has served customers and clients of Bluestone Bank for 23 years. She performed a variety of retail banking functions before becoming the Office Manager of the Financial Planning operation in 2012. Now a Registered Representative of Osaic Institutions, Inc., Katerina works collaboratively with clients to achieve investment goals and financial success.
Katerina is based in our downtown Mansfield office where she regularly meets clients at their convenience. She holds Series 7 and 66 registrations and a Bachelor’s degree in Accounting from Bridgewater State University. Katerina lives in Bridgewater and enjoys outdoor activities and traveling.
In concert with her certifications from Series 7 and 66 exams and becoming a Registered Representative of Osaic Institutions, Inc., Katerina has begun using her legal name, Katerina Lubonja.
Katerina is based in our downtown Mansfield office where she regularly meets clients at their convenience. She holds Series 7 and 66 registrations and a Bachelor’s degree in Accounting from Bridgewater State University. Katerina lives in Bridgewater and enjoys outdoor activities and traveling.
In concert with her certifications from Series 7 and 66 exams and becoming a Registered Representative of Osaic Institutions, Inc., Katerina has begun using her legal name, Katerina Lubonja.
Investments and Insurance Products are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Osaic and the bank are not affiliated. Account Executives are representatives of Osaic.
Investment and Insurance Products:
- Are NOT FDIC Insured
- Are NOT Insured by Any Government Agency
- Are NOT Bank Deposits
- Are NOT Guaranteed by the Bank
- May Lose Value