Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Marie Jones is a financial professional with over 10 years of experience in the industry. Katie is currently registered with Equity Services, Inc., a firm that provides a range of financial services, including portfolio management, financial planning and pension consulting. Katie has earned her Series 99 and SIE licenses and is active in the financial services industry. Katie has expertise in a number of areas, including financial planning, investments and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
09/05/2013 - Present
Equity Services, Inc. (MONTPELIER VT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Katie Jones is the right advisor for you? Invested Better is here to help.
