Katie
Floyd
Sjs Investment Services
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About this Advisor
Katie Floyd is a financial advisor based in Sylvania, Ohio, working with Sjs Investment Services. Katie has previously held positions at Sjs Investment Services, Dana, Inc, Pwc, and Bowling Green State University. Katie has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Katie is part of Sjs Investment Services, which operates out of Sylvania, Ohio. The firm has 2 offices and 18 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sjs Investment Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sjs Investment Services Brokerage Details
$2,239,265,454
18
2,636
$849,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Katie Floyd Work History
Sjs Investment Services
Dana, Inc
Pwc
Bowling Green State University
Disclosures
Please visit the SEC profile of Katie Floyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sjs Investment Services
Chicago, IL
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Gilbert, AZ
Sylvania, OH
Sylvania, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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