Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Hele is a registered representative with Bofa Securities, Inc. Katherine has been in the securities industry since August 31, 2013. Her primary focus is on providing investment banking services. Katherine has passed the Series 79, Series 63, and SIE exams. Her office is located in New York City, New York.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
10/04/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
05/10/2019 - 08/02/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/31/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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