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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Marin King is a financial advisor with Centaurus Financial, Inc. She has been in the industry since 2003 and is registered with FINRA and in several states. Kate is a Certified Financial Planner and has been recognized as a leader in the industry. She is dedicated to providing her clients with personalized financial planning and investment management services. Kate has extensive experience working with individuals and families, helping them reach their financial goals. She is committed to providing her clients with the highest level of service and expertise.
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.
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CA
10/13/2021 - Present
Centaurus Financial, Inc. (IRVINE CA)
CA
06/01/2009 - 04/12/2010
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
05/26/2003 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
BOTH
Issued 06/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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