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KATIE

K A T I E

Financial Advisor

Financial Consultant

24/7

Stock Broker

KATIE MARIE VOLLER RUBIO

I partner with individual investors & businesses through periods of expansion, with strategies to enhance profit accumulation in their trading portfolios.

10+

Years of Experience.

KATIE MARIE VOLLER RUBIO

About Me

I've garnered over 10 years of solid experience working with two prestigious investment/brokerage firms in the United States, accumulating multiple state licenses in the process.

I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.

1300+

Trusted Clients

Number Of Clients

99%

Successful Portfolios

Largest Profit %

KATIE MARIE VOLLER RUBIO

My Work History

55+

State Licenses

2013 - 2018
(5 years)

JP MORGAN Chase Bank NA CRD #79

Stock Broker
2018 - 2019
(1 year)

JP Morgan Chase Securities LLC CRD #79

Stock Broker
2019 - 2025
(<6 years)

JP Morgan Chase securities LLC CRD #79

Stock Broker
2025 - present
(1 year)

US Bancorp Advisors

Stock Broker
Certification

My Certification

General Industry/Product Exams

Exam
Category
Date
SECURITIES INDUSTRIES ESSENTIAL EXAMINATION
SIE
OCT 1, 2018
GENERAL SECURITIES REPRESENTATIVE EXAMINATION
SERIES 7
OCT 27, 2015
GENERAL SECURITIES SALES SUPERVISOR - GENERAL MODULE EXAMINATION
SERIES 10
DEC 11, 2019
UNIFORM COMBINED STATE LAW EXAMINATION
SERIES 66
MAY 24, 2016
GENERAL SECURITIES SALES SUPERVISOR - OPERATIONAL MODULE EXAMINATION
SERIES 9
DEC 13, 2017
KATIE MARIE VOLLER RUBIO

My Services

PORTFOLIO MANAGEMENT

I specialize in building & managing portfolios, diversifying assets on behalf of clients, companies, individuals and families for the sole purpose of achieving financial targets.

STOCK BROKERAGE

I guide clients through the stock market, helping them trade efficiently to make tremendous profit with strategic investment decisions.

FINANCIAL CONSULTING

I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.

Digital Currency
Trading

Beyond stock brokerage, I specialize in Forex and cryptocurrency trading. Through in-depth market research, I provide clients with expert guidance on day trading strategies and long-term investment opportunities.
KATIE MARIE VOLLER RUBIO

Some Reviews from Clients

Jessica Reed

Client

I came in overwhelmed by crypto and left feeling confident. Katie Marie Voller Rubio explains things clearly, never talks down, and actually cares about your success. Her strategies are practical and smart—finally, someone who doesn’t overhype or overcomplicate the process.

Dylan Hernandez

Client

Katie Marie Voller Rubio doesn’t just give you tips—she teaches you how to think like a trader. Thanks to her, I’ve developed confidence, consistency, and a real plan for my financial future. I trust her completely with my investment journey.

Gabriel Souza

Client

Before working with Katie Marie Voller Rubio, crypto felt like gambling. Now, I trade with purpose and structure. Her risk management advice alone saved me thousands. I truly feel like I’m building something long-term, not just chasing hype or guesses.

Hiroshi Tanaka

Client

I started as a total beginner, but Katie Marie Voller Rubio walked me through every step. I never felt judged or lost. Now I’m growing my portfolio with confidence and clarity. I only wish I had found her sooner!

Olivia Parker

Client

Trust is everything with money—and I trust Katie Marie Voller Rubio without question. Her experience, integrity, and transparency gave me peace of mind from day one. I always know she has my best interests at heart, and that means everything.

Jordan Mitchell

Client

What I love most about working with Katie Marie Voller Rubio is her no-nonsense, honest approach. She tells it like it is, helps you understand why a strategy works, and always keeps you grounded. That’s rare in this space.

99%

Successful Portfolios

700+

Happy Clients

12+

Years of Experience

5+

State Licenses

Contact Me!

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