Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Rene Sessions is an active investment advisor representative, registered with Raymond James Financial Services Advisors, Inc. Katie Sessions has been in the industry for 3 years and holds Series 7TO, SIE and Series 66 licenses. Katie Sessions has an active Series 66 registration in Florida and an active Series 66 registration in Kansas, as well as an active IA registration in Florida. Katie Sessions is affiliated with Raymond James Financial Services Advisors, Inc. in the Lake City, Florida office. Katie Sessions works with individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and banking or thrift institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lake City FL)
BOTH
Issued 02/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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