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Katherine Wheat Muse

Kippsdesanto & Co.

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About Katherine Wheat Muse

Katherine Muse is a registered representative with Kippsdesanto & Co. and has been in the securities industry since January 10, 2009. Katherine holds the Series 7, Series 63, Series 79TO, and SIE licenses. Katherine is currently registered in Virginia.

Firm Information

Katherine Muse is currently registered with Kippsdesanto & Co.. Kippsdesanto & Co. is a Corporation headquartered in Virginia. It was formed on December 31, 2007 and is approved to operate in 1 state.

Not reported

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katherine Muse’s Registration & Firm History

VA

01/27/2016 - Present

Kippsdesanto & Co. (McLean VA)

VA

03/15/2011 - 01/11/2016

BLUESTONE CAPITAL PARTNERS, LLC (MCLEAN VA)

MD

12/16/2008 - 03/03/2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BC

Issued 01/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Wheat Muse.
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