Unclaimed
Katherine Keitz is a financial advisor with over 9 years of experience in the industry. Katherine is currently registered with Morgan Stanley in Baltimore, MD. Katherine has a strong track record of providing financial advice to individuals and families, and is committed to helping her clients achieve their financial goals. Previously Katherine worked with Morgan Stanley & Co. LLC and E*TRADE SECURITIES LLC, demonstrating a strong commitment to the financial services industry. Katherine has Series 99 and SIE licenses. Katherine's areas of focus include Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
03/19/2015 - Present
Morgan Stanley (Baltimore MD)
MD
08/05/2022 - 02/13/2024
E*TRADE SECURITIES LLC (Baltimore MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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