Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Hershey is a financial advisor with Raymond James Financial Services Advisors, Inc., working out of the Lancaster, PA branch office. Kate has been in the financial services industry for over 16 years. Kate has a broad background in financial advising, with previous experience at PNC Investments and Chase Investment Services Corp. Kate holds several licenses including Series 66, SIE, Series 31 and Series 7. Kate is a licensed bank employee with Fulton Bank, NA, and has been with them since July 2018.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
07/09/2018 - Present
Raymond James Financial Services Advisors, Inc. (Lancaster PA)
PA
05/16/2006 - 07/12/2018
PNC INVESTMENTS (WAYNE PA)
KY
07/06/2005 - 04/11/2006
CHASE INVESTMENT SERVICES CORP. (OWENSBORO KY)
IL
04/22/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/24/2002 - 04/05/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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