linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Leah Katzenstein

Parallel Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Leah Katzenstein

Heather Leah Katzenstein is an investment advisor representative at Parallel Advisors, LLC. Heather has been working in the financial industry since 2007 and has a strong background in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Heather earned her Series 63, Series 6, and Series 65 licenses and is registered to provide investment advice in California. Heather specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Heather Katzenstein is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Katzenstein’s Registration & Firm History

CA

01/05/2023 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

MO

02/04/2009 - 09/04/2009

NORTHERN TRUST SECURITIES, INC. (ST. LOUIS MO)

Not sure if Heather Leah Katzenstein is right for you?

Licenses & Designations

IA

Issued 01/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Leah Katzenstein.
Not sure if Heather Leah Katzenstein is right for you?