Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lynne Chiu is a financial advisor with over 15 years of experience in the industry. She is currently registered with Lincoln Investment and has been with the firm since January 2017. Prior to that, Katie was employed by LEGEND EQUITIES CORPORATION in Palm Beach Gardens, FL. Katie holds FINRA Series 6, Series 26, and SIE licenses.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
01/03/2017 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
04/17/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 05/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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