Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lynn Prosser is a registered Investment Advisor Representative with Apo Financial Services, LLC. Katie is also a licensed insurance producer. Katie's experience in the financial services industry began in 2012. Katie has been with Apo Financial Services, LLC since January of 2020 and has worked with a variety of clients, including individuals, families, and businesses. Katie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CO
02/18/2020 - Present
APO Financial Services, LLC (WESTMINSTER CO)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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