Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Jacobson is a financial advisor with Principal Securities, Inc. Katherine has over 8 years of experience in the financial services industry. Katherine is registered with the state of Minnesota and Texas. Katherine holds the Series 6, Series 7, Series 63 and SIE licenses. Katherine has a bachelor's degree in finance and is a Certified Financial Planner™ and a Chartered Financial Consultant™. Katherine is also a member of the Women's Health Leadership Trust and a mentor for the University of Minnesota Women Invested in Leadership & Learning (W.I.L.L.) program. Katherine is passionate about helping clients achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
MN
11/01/2024 - Present
Principal Securities, Inc. (MINNETONKA MN)
MN
11/09/2023 - 08/22/2024
PARK AVENUE SECURITIES LLC (MINNETONKA MN)
MN
05/17/2016 - 11/03/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 05/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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