Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Morris is a financial advisor with over 30 years of experience in the industry. Katherine has been registered with Ameriprise Financial Services, LLC since 2003 and has held various registrations with other firms throughout her career. Katherine holds Series 6, 7, 63, and 65 licenses and is registered in over 25 states. Katherine specializes in providing financial planning and investment management services to individuals, high net worth individuals, corporations, and retirement plans. Katherine also offers asset allocation services, educational seminars, and selection of other advisors.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/05/2006 - Present
Ameriprise Financial Services, LLC (Wexford PA)
MN
01/05/2000 - 05/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/14/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
02/24/1987 - 09/21/1987
FIRST INVESTORS CORPORATION
IA
Issued 01/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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