Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Vitale is a financial professional with over five years of experience in the industry. Katie is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Katie has a Series 6 and Series 63 licenses and a Securities Industry Essentials certification. Katie is a financial professional who specializes in individual and institutional services. Katie is committed to providing her clients with personalized financial advice and 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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
05/16/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/08/2018 - 04/16/2019
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BC
Issued 01/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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