Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katharine? Claim Your ProfileKatharine Ann Beideck is a financial advisor in Westlake, TX with over 7 years of experience in the financial industry. Katharine has a Series 7, Series 63, Series 99TO and SIE licenses. Katharine has been registered with Fidelity Brokerage Services LLC since January 14, 2020 and is currently registered in Texas. Prior to joining Fidelity Brokerage Services LLC, Katharine was with NATIONAL FINANCIAL SERVICES LLC.
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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TX
01/14/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
10/31/2018 - 01/03/2020
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
03/20/2015 - 10/03/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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