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Katie Marie Voller Rubio

Expert Financial Advisor & Portfolio Manager

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Katie Marie Voller Rubio

Katie Marie Voller Rubio

CRD: 6333874 Broker & Financial Advisor

Current Firm

Morgan Stanley

ABOUT Katie Marie Voller Rubio

PROFILE: Katie Marie Voller Rubio is a financial professional with 10 years of experience in the securities and investment advisory industry. She is dually registered as a Broker and Investment Adviser with Morgan Stanley, where she has been affiliated since 2015. Based in Seattle, Washington, Katie provides brokerage and investment advisory services to clients and is licensed across a broad range of states. Her decade of industry experience and extensive state registrations reflect a well-established career serving clients through Morgan Stanley.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with Morgan Stanley
  • Investment Adviser — Registered to provide investment advisory services through Morgan Stanley
  • Multi-State Licensed — Holds securities licenses across 55 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

10 years

10 years. With a decade of experience in financial services, Katie Marie Voller Rubio has built her career with Morgan Stanley, providing brokerage and investment advisory services to clients across multiple jurisdictions.

Professional Statistics

10
Years of Experience
1
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

601 Union Street, Two Union Square Suite 5200 Seattle, WA 98101

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Top traded (24h)
Stocks & Indices
Top traded (24h)
Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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