Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Gray is a financial professional registered with U.S. Bancorp Investments, Inc. in Boise, ID. Katherine has a Series 63 license and a Series 6TO and a SIE license. Katherine focuses on providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Katherine has been in the financial services industry since 2019 and has a total of 1 state exam, 2 product exams, and 1 approved state registration.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
ID
09/13/2019 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
BC
Issued 12/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Katherine Gray is the right advisor for you? Invested Better is here to help.
