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 Hellmann is a financial professional with over 13 years of experience in the industry. Katie is currently registered with Brighthouse Securities, LLC in Charlotte, NC. Prior to joining Brighthouse Securities, LLC, Katie worked at Transamerica Capital, Inc. and Edward Jones. Katie has a wide range of experience in the financial services industry. Katie has held licenses in both the broker-dealer and investment advisor spaces, and has taken a variety of exams. Katie is committed to providing her clients with the highest level of service and advice.
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.
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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2
NC
04/18/2023 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
MO
08/26/2022 - 03/28/2023
TRANSAMERICA CAPITAL, INC. (St. Louis MO)
MO
04/27/2015 - 06/27/2022
EDWARD JONES (ST LOUIS MO)
TN
06/06/2005 - 02/10/2010
EDWARD JONES (NASHVILLE TN)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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