Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Marie Capella is a financial professional registered with J.p. Morgan Institutional Investments Inc. Katherine has been in the industry since October 16, 2013 and is registered in eight states. Katherine has passed the Series 6, 7, and SIE exams. She is also licensed as a Uniform Securities Agent.
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.
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.
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2
OH
12/13/2017 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
10/17/2013 - 01/02/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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