Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Jolene Cash is a financial professional with a strong track record of providing expert guidance in the financial industry. Katie is currently registered with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. Katie's expertise includes a broad range of financial services including financial planning.
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
1
2
NE
11/23/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
BC
Issued 01/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Katie Cash is the right advisor for you? Invested Better is here to help.
