Unclaimed
Katherine Schneider is a financial advisor with Raymond James Financial Services, Inc. Katherine is a registered representative in Pennsylvania with over 25 years of experience in the industry. Katherine is a Series 7 and Series 63 licensed representative and holds the SIE. Katherine has previously worked at Harvest Financial Corporation and Keogler, Morgan & Company, Inc.
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.
1
2
PA
06/14/2005 - Present
Raymond James Financial Services, Inc. (GREENSBURG PA)
SC
01/21/1997 - 07/06/2005
HARVEST FINANCIAL CORPORATION (FORT MILL SC)
GA
01/01/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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