Katherine DonzeCRD Number: 6080046
Current Firm: Edward Jones
Katherine Donze (CRD# 6080046) is an Investment Advisor Representative working at Edward Jones in Perryville, MO and has over 5 years of experience in the finance industry.
Cetera Investment Advisers LLC
Midwestern Securities Trading Company,llc
|Edward Jones||St Louis, MO||Jun 2012 - Current||5|
|Dunklin R-v School District||Herculaneum, MO||Aug 2009 - May 2012||2|
|Maria Green & Associates||St Louis, MO||Sep 2006 - Jul 2009||2|
|Unemployed||Farmington, MO||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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