Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Nicole Watts is a registered Investment Advisor Representative associated with Halbert Hargrove. Katelyn is licensed in California. Katelyn has been working in the financial services industry since June 2020. Katelyn specializes in providing financial planning and investment advice to individuals, families, and businesses. Katelyn has a background in business and finance and is passionate about helping her clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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
08/09/2023 - Present
Halbert Hargrove (LONG BEACH CA)
IA
Issued 08/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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