Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Dehart is a financial advisor with Raymond James Financial Services Advisors, Inc. Katherine has been in the financial industry since 2000, and has experience working with a range of clients, including individuals, businesses, and institutions. Katherine holds the Series 66, Series 7 and SIE licenses. Katherine is also a registered representative in 38 states. Katherine provides financial planning services, including retirement planning, investment management, and insurance. Katherine is committed to helping clients 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
10/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (Hunt Valley MD)
MD
06/23/2016 - 10/12/2023
JANNEY MONTGOMERY SCOTT LLC (Hunt Valley MD)
MD
02/04/2011 - 06/28/2016
WELLS FARGO ADVISORS, LLC (TOWSON MD)
MD
06/01/2009 - 02/23/2011
MORGAN STANLEY SMITH BARNEY (LUTHERVILLE MD)
MD
06/05/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
08/07/2000 - 06/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
05/18/2000 - 06/12/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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