Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Loheyde is a registered representative with Stifel, Nicolaus & Company, Inc., located in PITTSBURGH, PA. Katherine is an active investment advisor representative, with experience in the financial services industry since 2012. She is registered in 44 states and the District of Columbia. Katherine has her Series 66, Series 7 and SIE securities licenses. She is also registered as an investment advisor in Pennsylvania and Texas. Previously, Katherine worked at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, PNC INVESTMENTS and JANNEY MONTGOMERY SCOTT LLC.
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.
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.
1
2
PA
06/26/2019 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
04/08/2019 - 06/27/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
PA
07/14/2017 - 04/01/2019
MORGAN STANLEY (PITTSBURGH PA)
PA
08/25/2016 - 05/01/2017
PNC INVESTMENTS (PITTSBURGH PA)
PA
08/02/2012 - 06/25/2016
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
BOTH
Issued 04/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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