Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Jeeyoon Mew is a financial advisor at Assetmark Brokerage, LLC, a firm with a strong track record of success in the financial services industry. Katelyn has been in the industry since 2002, and has extensive experience in providing financial advice to clients. Katelyn holds several professional licenses and certifications, including Series 7, Series 9, Series 10, Series 24 and Series 63. Katelyn is a registered representative of Assetmark Brokerage, LLC in California.
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.
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.
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2
CA
05/03/2019 - Present
Assetmark Brokerage, LLC (CONCORD CA)
TX
03/27/2018 - 08/17/2018
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
01/30/2018 - 08/17/2018
TD AMERITRADE, INC. (Southlake TX)
CA
08/07/2015 - 09/12/2017
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/21/2012 - 09/24/2015
ALPS DISTRIBUTORS, INC. (SAN FRANCISCO CA)
CA
03/10/2006 - 02/10/2011
CHARLES SCHWAB & CO., INC. (SACRAMENTO CA)
CA
04/28/2005 - 03/01/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
IN
04/28/2005 - 03/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
03/16/2000 - 03/28/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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