Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Kennan Miller is a financial professional with over 11 years of experience in the industry. Katherine is registered with FINRA and holds Series 63, SIE, and Series 79 licenses. Katherine is currently affiliated with U.S. Bancorp Investments, Inc. Katherine's primary office location is in Charlotte, NC. U.S. Bancorp Investments, Inc. is an SEC registered investment advisor. The firm manages over $15 billion in client assets and provides financial planning, portfolio management, and publication of periodicals services.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
06/14/2011 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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