Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Logan-lindgren is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kate has been in the industry since 2023 and holds Series 7, 66, and SIE licenses. Kate is registered to provide investment advice in Arizona, Colorado, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and Washington. Kate has experience working with clients including individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
11/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (JUPITER FL)
BOTH
Issued 11/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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