Unclaimed
Katherine Hillis is a financial advisor with over 16 years of experience in the industry. She has been with J.p. Morgan Institutional Investments Inc. since 2011. Katherine holds the Series 7 and SIE licenses. She also passed the Series 65 exam in 2003. Prior to joining J.p. Morgan Institutional Investments Inc., Katherine worked at JPMORGAN DISTRIBUTION SERVICES, INC.
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
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
04/11/2006 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 06/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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