Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherin? Claim Your ProfileKatherin Leigh Clerk is a financial advisor in Omaha, Nebraska. Katherin is currently registered with D.a. Davidson & Co. and has been in the industry since 2008. Katherin has a wide range of experience and is well-equipped to provide financial advice to clients. Prior to working at D.a. Davidson & Co., Katherin was registered with Smith Hayes Financial Services Corporation and TD Ameritrade, Inc. Katherin is a licensed Series 7, Series 63, Series 66 and SIE representative. Katherin is active in the state of Nebraska and Texas. Katherin has a strong track record of success in providing financial advice to clients and is committed to providing her clients with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
NE
07/24/2023 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
07/25/2016 - 12/17/2016
D.A. DAVIDSON & CO. (OMAHA NE)
NE
05/05/2014 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
03/26/2008 - 05/12/2014
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 07/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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