Unclaimed
Katherine Zeitler is a financial advisor with The Huntington Investment Co. Katherine has been in the financial services industry since 2013. Katherine holds the Series 7, Series 24, and Series 14 licenses and is registered in Ohio. Katherine's experience includes working with J.P. Morgan Securities LLC. Katherine specializes in retirement planning, investment management, and insurance.
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.
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.
1
2
OH
10/24/2014 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
10/08/2013 - 10/09/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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