Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Elisabeth Kittinger is a registered Investment Advisor Representative with Cerity Partners Retirement Plan Advisors. Kate Kittinger has been in the industry since 2008 and has experience with NRPF Financial, Inc. and United Planners' Financial Services of America A Limited Partner. Kate Kittinger specializes in financial planning.
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.
Guidance on pension options to ensure a secure financial future.
Financial wellness coaching
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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CA
03/31/2014 - Present
Cerity Partners Retirement Plan Advisors (MALIBU CA)
CA
11/17/2010 - 12/13/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MALIBU CA)
CA
05/30/2008 - 11/18/2010
NRP FINANCIAL, INC. (MALIBU CA)
IA
Issued 06/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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