Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lingle is an investment advisor representative registered with J.p. Morgan Securities LLC. Katherine has been in the financial industry since 2007 and holds Series 63, Series 7, and Series 65 licenses. Katherine has 53 approved state registrations and 2 approved IA state registrations. Katherine is also a board member of The Cushman School and has been serving on their Endowment Committee/Investment Committee since December 2023. Katherine specializes in portfolio management for businesses and individuals, and offers financial planning, pension consulting, and selection of other advisors. Katherine and her firm provide advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. J.p. Morgan Securities LLC manages more than $50 billion in assets and has over 262,000 clients.
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
1
2
FL
02/09/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
11/13/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 02/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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