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Katharine Callaghan Powers

Global Atlantic Distributors, LLC

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About Katharine Callaghan Powers

Katharine Powers is a financial advisor with Global Atlantic Distributors, LLC. Katharine is registered with the state of Pennsylvania and holds Series 7TO, Series 6 and Series 63 securities licenses. Katharine has been in the financial services industry since 2017 and has previously worked at Vanguard Marketing Corporation and Lincoln Financial Distributors, Inc.. Katharine has a strong background in financial planning and can provide a range of services to meet your individual needs.

Firm Information

Katharine Powers is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katharine Powers’s Registration & Firm History

PA

04/19/2022 - Present

Global Atlantic Distributors, LLC (WAYNE PA)

PA

12/05/2017 - 04/05/2022

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

04/25/2017 - 12/07/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 03/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katharine Callaghan Powers.
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