Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Mcvey Cooksey is a financial professional registered with Piper Sandler & Co. in Denver, Colorado. Katherine has a background in the financial services industry, with over 100 days of experience. Katherine holds the Series 63, Series 52TO, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
11/16/2021 - Present
Piper Sandler & Co. (DENVER CO)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
Not sure Katherine Cooksey is the right advisor for you? Invested Better is here to help.
