Unclaimed
Katherine Chacon is a financial professional with BDT & MSD Partners, LLC based in Chicago, IL. Katherine holds the Series 79TO and SIE licenses. Katherine has been in the financial services industry since July 2023.
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
IL
07/24/2023 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
BC
Issued 07/24/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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