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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katarina? Claim Your ProfileKatarina Stefanie Obermaier is an Investment Advisor Representative with Wealthspire Advisors. Katarina has been in the financial services industry for over 6 years. Katarina is a Series 65 licensed professional and holds a registration in New York. Katarina specializes in financial planning, pension consulting, and educational seminars. Katarina previously worked at GM Advisory Group, Colgate University, Long Point Capital, and Huntington High School.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Wrap fee
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NY
04/23/2024 - Present
Wealthspire Advisors (MELVILLE NY)
IA
Issued 04/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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