Kate Hershey is a registered investment advisor, based in Plymouth Meeting, PA, with 23 years of industry experience.
Location
4000 Chemical Road, Suite 100, Plymouth Meeting, PA, 19462
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Kate is a licensed bank employee at Fulton Bank, NA since 2018. This investment-related activity takes about half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.
July 2018 - Present · 8 yrs
Raymond James Financial Services Advisors, INC
July 2018 - Present · 8 yrs
Raymond James Financial Services, INC.Broker
July 2018 - Present · 8 yrs
Previous Registrations
PNC Investments
May 2006 - July 2018 · 12 yrs 2 mos
PNC InvestmentsBroker
May 2006 - July 2018 · 12 yrs 2 mos
Chase Investment Services CORP.Broker
July 2005 - April 2006 · 9 mos
Chase Investment Services CORP.
July 2005 - April 2006 · 9 mos
Banc One Securities Corporation
April 2004 - July 2005 · 1 yr 3 mos
Banc One Securities CorporationBroker
April 2004 - July 2005 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
September 2002 - April 2004 · 1 yr 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.