Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Eckroth is a financial advisor with Wells Fargo Clearing Services, LLC. Katelyn has been working in the financial services industry since December 8, 2018. Before joining Wells Fargo, Katelyn worked for Morgan Stanley and Vanguard Marketing Corporation. Katelyn has a Series 7, 63 and 66 license. Katelyn holds a Bachelor of Arts degree in Economics from West Chester University. Katelyn is licensed to sell securities in 31 states. Katelyn specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.
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
PA
07/26/2022 - Present
Wells Fargo Clearing Services, LLC (PHILADELPHIA PA)
NJ
03/10/2020 - 07/05/2022
MORGAN STANLEY (Mount Laurel NJ)
PA
11/05/2018 - 02/24/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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