Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Shoja is an active Series 99TO and SIE licensed professional, registered with Fidelity Brokerage Services LLC in Jersey City, New Jersey since 2023. Prior to joining Fidelity, Katherine worked at NATIONAL FINANCIAL SERVICES LLC in Jersey City, New Jersey, from 2019 to 2023. Katherine has over three years of experience in the financial services industry.
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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NJ
05/18/2023 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
NJ
08/05/2019 - 02/22/2023
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BC
Issued 08/05/2019
Series 99TO - Operations Professional Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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