Unclaimed
Katherine Vanrooyan is a financial advisor who has been in the industry since 2011. Katherine is registered with U.S. Bancorp Investments, Inc. and is licensed to provide financial advice in multiple states. Katherine has specialized in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Katherine is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
01/05/2016 - Present
U.s. Bancorp Investments, Inc. (Sioux City IA)
BOTH
Issued 02/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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