Unclaimed
Katherine Johnson is a financial advisor at Ashton Thomas Private Wealth, LLC. Katherine has been in the financial services industry for over 20 years. Prior to Ashton Thomas Private Wealth, Katherine worked at Wells Fargo Investments, LLC. Katherine has a Series 6, Series 63 and Series 65 license and specializes in advising high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Katherine is also a certified Water Aerobics instructor for Evergreen Recreation District.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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2
WY
12/04/2023 - Present
Ashton Thomas Private Wealth (Casper WY)
CA
05/02/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/12/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
07/08/1997 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 05/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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