Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn McIntyre is a financial advisor based in Dallas, TX. She currently works at Orchid Advisory and has been in the industry for over five years. Katelyn has a Series 7, Series 63, and SIE license, and is a Certified Financial Planner. Katelyn has experience working with high-net-worth individuals and charitable organizations, providing them with financial planning and portfolio management services. Katelyn has previously worked at Sanford C. Bernstein & Co., LLC and Tolleson Wealth Management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
06/07/2024 - Present
Orchid Advisory (DALLAS TX)
TX
11/29/2017 - 03/20/2018
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
BC
Issued 02/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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