Unclaimed
Tina Katenkamp is a financial advisor who has been in the industry since 2003. Tina is currently registered with J.p. Morgan Securities LLC. Tina has previously worked with Chase Investment Services Corp., PNC Investments, and The Leaders Group, Inc. Tina holds Series 6, Series 63 and SIE licenses. Tina specializes in providing financial advice to individuals, businesses, and pension plans.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (LOVELAND OH)
OH
08/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST CHESTER OH)
OH
12/06/2007 - 06/19/2009
PNC INVESTMENTS (CINCINNATI OH)
OH
07/06/2005 - 11/26/2007
CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)
IL
05/17/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CO
09/09/2003 - 05/07/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
07/06/2000 - 08/09/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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