Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Grusy has been a registered investment advisor for over 35 years. Katherine is currently registered with Edward Jones in GOSHEN, IN. Katherine holds Series 7 and Series 63 licenses. Katherine has been with Edward Jones since November 2006. Prior to that, Katherine was employed with UVEST FINANCIAL SERVICES GROUP, INC., INVEST FINANCIAL CORPORATION, PROEQUITIES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Katherine provides financial planning and portfolio management services to individuals and businesses. Katherine is also registered with the state of Texas as an Investment Advisor Representative. Katherine has earned the Chartered Financial Consultant designation.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
08/19/2014 - Present
Edward Jones (GOSHEN IN)
IN
10/06/2005 - 11/03/2006
UVEST FINANCIAL SERVICES GROUP, INC. (ELKHART IN)
WI
08/03/2001 - 10/03/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
AL
05/22/1991 - 11/17/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
MN
10/20/1987 - 02/05/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 09/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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