Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Anna Poole is an investment advisor representative with Natural Investments. Kate is registered with the state of North Carolina and Pennsylvania. Kate has been in the financial services industry since at least August 2017. Kate's previous experience includes positions at RSF Social Finance, Regenerative Finance and Friends Rehabilitation Program. Kate offers a variety of services including financial planning, educational seminars, selection of other advisors and portfolio management for individuals. Kate's firm manages assets for individuals, charitable organizations and corporations or other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Financl plng fees either on a project, hourly or retainer basis
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CA
02/03/2023 - Present
Natural Investments (WINDSOR CA)
IA
Issued 01/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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