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 McPartland is a financial advisor with over 13 years of experience in the financial services industry. Katie has been registered with Wells Fargo Clearing Services, LLC since November 2016 and has been licensed to provide financial advice in Florida and Indiana. Katie has also previously worked with Raymond James Financial Services, Inc., UVEST Financial Services Group, Inc., Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Prior to her time at Wells Fargo Clearing Services, LLC, Katie has a background in property maintenance and pressure washing.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
01/31/2019 - Present
Wells Fargo Clearing Services, LLC (BRADENTON FL)
FL
08/08/2011 - 02/03/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (SANTA ROSA BEACH FL)
FL
05/18/2010 - 08/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SANTA ROSA BEACH FL)
IA
04/07/2008 - 06/25/2008
MORGAN STANLEY & CO. INCORPORATED (CEDAR RAPIDS IA)
IA
01/01/2008 - 04/08/2008
WACHOVIA SECURITIES, LLC (CEDAR RAPIDS IA)
IA
10/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CEDAR RAPIDS IA)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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