Katerina B. Eyre

FORDHAM FINANCIAL SERVICES

Hillsboro, OR 97123

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CRD#: 2716742

Professional summary

Katerina Bernadette Eyre, who also goes by Katie Brewer, Katie Sartin, is a registered financial advisor currently at FORDHAM FINANCIAL SERVICES, LLC located in Hillsboro, Oregon.

Katerina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Katerina has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katie Brewer | Katie Sartin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Fordham & Co LLP; Katie B Eyre CPA LLC Not investment related services 233 SE 2nd Ave, Hillsboro OR 97123 Public Accounting services Tax Partner/Owner 1998 start date with Fordham & Co; 2018 start date with Katie B Eyre CPA Approximately 170 hr / month devoted to business Spend approximately 5 hours devoted to businesses during securities trading hours Tax consulting, preparation, administrative duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katerina Bernadette Eyre's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 17, 2023 - Present

FORDHAM FINANCIAL SERVICES, LLC

Office #1: 233 Se Second Avenue, Hillsboro, OR 97123

RIA

CRD#: 172598

Hillsboro, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(3/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2023

Uniform Investment Adviser Law Examination

Current Firm

FORDHAM FINANCIAL SERVICES, LLC

FORDHAM FINANCIAL SERVICES, LLC | FORDHAM GOODFELLOW FINANCIAL SERVICES, LLC

CRD#: 172598 / SEC#:

Oregon

Registered Investment Advisory firm - (12/17/2015 Approved)

Texas

Registered Investment Advisory firm - (11/29/2018 Conditional Restricted)

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Contact information

Main Address

233 Se Second Avenue, Hillsboro, OR 97123

Mailing Address

Phone number

(503) 648-6651

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Katerina B. Eyre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katerina Bernadette Eyre's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORDHAM FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2023

Current Firm

FORDHAM FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

FORDHAM FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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