Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Motzkus is a financial advisor with Raymond James & Associates, Inc. Katherine has been working in the financial services industry since 2009. Katherine has experience with a variety of firms, including Kestra Investment Services, LLC, Ameriprise Financial Services, LLC, RBC Capital Markets, LLC, WFG Investments, Inc., Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Katherine holds Series 7 and Series 66 licenses. Katherine offers financial planning, portfolio management, and other financial services. Katherine also has experience in real estate.
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.
Please see note in schedule d - miscellaneous
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
CO
04/26/2023 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
01/09/2023 - 04/14/2023
KESTRA INVESTMENT SERVICES, LLC (ENGLEWOOD CO)
CO
08/10/2016 - 01/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (DENVER CO)
CO
11/26/2012 - 08/22/2016
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
TX
10/25/2012 - 11/26/2012
WFG INVESTMENTS, INC. (DALLAS TX)
CO
05/29/2009 - 04/16/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREENWOOD VILLAGE CO)
CO
10/23/2008 - 06/01/2009
WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 01/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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