Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Makey is a financial advisor with Money Concepts Capital Corp. Katie has been in the financial services industry since April 21, 2010. Katie is registered with the state of Illinois and holds the Series 63, SIE, and Series 7 licenses. Katie is located in Libertyville, Illinois. Katie specializes in the areas of financial planning, portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
IL
01/16/2020 - Present
Money Concepts Capital Corp. (LIBERTYVILLE IL)
IL
06/26/2009 - 03/21/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERNON HILLS IL)
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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