Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Schaefer is a financial advisor with Cambridge Investment Research, Inc. Katherine has a Series 6TO and a SIE license and has been in the industry since 2019. Katherine is based in Cincinnati, OH and is registered with FINRA.
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.
1
2
OH
10/23/2023 - Present
Cambridge Investment Research, Inc. (Cincinnati OH)
BC
Issued 10/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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