Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Baker Hutto is a registered investment advisor representative with Eagle Strategies LLC. Katie has been working in the financial services industry since August 2013. Katie is licensed in Texas. Katie specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Katie has 1 state exam, 2 product exams, and 1 approved SRO registration. Katie has an approved IA state registration in Texas.
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.
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.
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
TX
10/14/2014 - Present
Eagle Strategies LLC (FORT WORTH TX)
BOTH
Issued 06/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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