Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie McKay is a financial professional with over 20 years of experience in the financial services industry. Katie has a strong background in investment management, having held positions at several prominent firms, including Raymond James Financial Services, Inc. and Lincoln Financial Distributors, Inc. Currently, Katie is affiliated with John Hancock Investment Management Distributors LLC and John Hancock Distributors LLC. Katie is licensed in all 50 states and holds several industry licenses including Series 6, Series 7, Series 24, Series 26 and the SIE. Katie is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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MA
11/04/2010 - Present
John Hancock Investment Management Distributors LLC (BOSTON MA)
CA
10/03/2005 - 11/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LARKSPUR CA)
PA
07/08/2004 - 09/13/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
04/22/2003 - 06/04/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
11/19/1998 - 01/21/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
05/13/1998 - 10/16/1998
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
07/22/1997 - 05/05/1998
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
GA
09/05/1996 - 10/24/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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