Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Rose Robinson is a financial advisor with Raymond James & Associates, Inc. based in San Diego, California. Katherine has over 10 years of experience in the financial services industry. Katherine is registered to offer investment advice in 22 states, including California, Texas and Arizona. Katherine holds the Series 66, Series 7 and SIE licenses. In addition to her professional licenses, Katherine is also a registered representative of Raymond James & Associates. Katherine's experience and qualifications make her a valuable resource for individuals and families seeking financial guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
CA
06/09/2014 - Present
Raymond James & Associates, Inc. (San Diego CA)
CA
11/25/2013 - 05/08/2014
D.A. DAVIDSON & CO. (SAN DIEGO CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (SAN DIEGO CA)
CA
07/24/2012 - 11/04/2013
CROWELL, WEEDON & CO. (SAN DIEGO CA)
BOTH
Issued 08/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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