Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katy? Claim Your ProfileKaty Murray is a financial advisor with over 28 years of experience in the financial industry. Katy is currently registered with First Trust Portfolios LP in Wheaton, Illinois. Katy has a strong background in the investment industry having previously worked at STRONG INVESTMENTS, INC. and ROBERT W. BAIRD & CO. INCORPORATED. Katy holds the Series 7, Series 63, 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.
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.
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2
IL
02/17/2004 - Present
First Trust Portfolios LP (WHEATON IL)
WI
09/18/2002 - 02/09/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
04/21/1994 - 05/29/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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