Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Booker is an Investment Advisor Representative with Guyasuta Investment Advisors, Inc. located in Pittsburgh, PA. Kate has been in the industry since 2008. Kate is licensed in Pennsylvania. Kate also has experience with PNC Capital Markets LLC. Kate has Series 7, Series 63 and Series 65 licenses. Kate has a record of working with high-net-worth individuals, charitable organizations, pension and profit sharing plans and corporations.
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.
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.
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PA
11/17/2023 - Present
Guyasuta Investment Advisors, Inc. (PITTSBURGH PA)
PA
09/22/2008 - 09/03/2009
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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