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 Schumacher is a financial professional with over 17 years of experience in the industry. Katie has held positions at TD Ameritrade, Inc., Ameritrade, Inc., and currently is with Charles Schwab & Co., Inc. Katie holds the Series 66, Series 24, SIE, and Series 7 licenses and is registered in Nebraska. Katie's current branch office location is Omaha, Nebraska.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/11/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/17/2006 - 03/07/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
06/17/2005 - 01/13/2006
AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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