Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Charlotte Strohm is a registered representative with J.P. Morgan Securities LLC. Katherine is currently registered with FINRA and has been in the industry since June 2022. Katherine specializes in providing financial planning and portfolio management services for individuals and businesses. Katherine has passed the Series 99TO and SIE exams.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
06/04/2022 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 06/04/2022
Series 99TO - Operations Professional Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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