Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katy? Claim Your ProfileKaty Lynn Hane is an investment advisor representative with Truwealth Advisors, LLC in Metairie, LA. Katy has been in the financial services industry since 2016 and has worked at several firms including JP Morgan Securities LLC, Avantax Investment Services, Inc., and Cetera Financial Specialists LLC. Katy is also a registered investment advisor representative in Louisiana and Texas. Truwealth Advisors, LLC is a financial advisory firm that provides financial planning, portfolio management, and other investment services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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LA
08/29/2023 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
02/17/2021 - 08/16/2023
CETERA FINANCIAL SPECIALISTS LLC (LAPLACE LA)
LA
03/02/2018 - 02/22/2021
AVANTAX INVESTMENT SERVICES, INC. (LAPLACE LA)
LA
09/30/2016 - 03/13/2018
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
IA
Issued 11/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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