Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Elizabeth Burton is a financial advisor at Raymond James Financial Services Advisors, Inc. located in York, PA. Katie has been in the industry since 2013. She has a Series 7, Series 63 and Series 65 licenses. Katie has worked for T. Rowe Price Investment Services, Inc. and H. Beck, Inc. in the past. Katie provides financial planning, portfolio management for individuals and businesses, and pension consulting. Katie is licensed in Pennsylvania.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
02/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (York PA)
MD
12/15/2020 - 02/24/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
PA
07/24/2013 - 09/30/2020
H. BECK, INC. (Stewartstown PA)
IA
Issued 08/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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