Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Pope is a financial advisor with Truist Advisory Services, Inc. She is registered to provide investment advice in North Carolina and several other states. Katherine has been working in the financial industry since 1995 and has held positions at BB&T Securities, LLC, BB&T Investment Services, Inc., Edward Jones and Interstate/Johnson Lane Corporation. Katherine is a Series 63, 65, and 66 licensed professional. She has a strong track record of providing financial advice to individuals and businesses.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CLINTON NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
02/15/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CLINTON NC)
MO
08/26/1997 - 12/15/2005
EDWARD JONES (ST. LOUIS MO)
NC
07/21/1994 - 11/11/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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