Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Jo Reeves is a financial advisor at U.S. Bancorp Investments, Inc. Katie has been in the financial services industry since 2006 and has held positions with several firms before joining U.S. Bancorp Investments. Katie holds the Series 6 and Series 63 licenses, along with the SIE exam. Katie currently holds active registrations in Indiana, Kentucky, and Ohio and has worked with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Katie's primary focus is on portfolio management, including portfolio management for individuals and businesses. Katie also offers financial planning services and is a registered representative with FINRA. Katie's office is located at 33 W Second St in Maysville, Kentucky.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
KY
10/17/2013 - Present
U.s. Bancorp Investments, Inc. (Maysville KY)
KY
10/01/2012 - 07/23/2013
J.P. MORGAN SECURITIES LLC (BELLEVUE KY)
KY
10/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLEVUE KY)
KY
01/29/2009 - 05/20/2009
KEY INVESTMENT SERVICES LLC (FR.WRIGHT KY)
KY
10/11/2007 - 12/02/2008
NATCITY INVESTMENTS, INC. (FT. WRIGHT KY)
OH
07/20/2007 - 10/08/2007
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
07/20/2005 - 07/13/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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