Unclaimed
Katherine Goldsmith is a registered representative with W&S Brokerage Services, Inc., based in Cincinnati, OH. Katherine has been in the financial industry since 2002 and has a diverse range of experience. Katherine is licensed to provide investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
03/07/2018 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
OH
07/17/2000 - 03/21/2016
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 07/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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