Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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