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 wood McDonald is a licensed financial advisor with U.s. Bancorp Investments, Inc. Katie has been in the industry since 2016 and holds a Series 63, Series 79 and SIE licenses. Katie has been registered in Wisconsin since 2016. The firm's main office is located in Saint Paul, Minnesota and U.s. Bancorp Investments, Inc. has over $10 billion in assets under management. Katie is currently located at the firm's Milwaukee office.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
05/04/2016 - Present
U.s. Bancorp Investments, Inc. (Milwaukee WI)
BC
Issued 06/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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