Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Kelsey McMahon is a registered representative with Hilltop Securities Inc. and Momentum Independent Network Inc. Katie has been in the securities industry since August 2007 and has experience in providing financial planning and portfolio management for individuals and businesses. Katie also holds a Series 65 license and is registered in 50 states for investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
03/02/2022 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
08/22/2007 - 12/09/2008
SOUTHWEST SECURITIES, INC. (DALLAS TX)
IA
Issued 10/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2015
Series 4 - Registered Options Principal Examination
BC
Issued 02/14/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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