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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katharine? Claim Your ProfileKatharine Fowler Clark has been a registered investment advisor since 1984 and has worked for several firms, including Guardian Investor Services Corporation, Jefferson-Pilot Investor Services, Inc., PARK AVENUE SECURITIES LLC and now MML Investors Services, LLC. Katharine Fowler Clark is currently registered to provide investment advice in Georgia and Texas. Katharine Fowler Clark holds a Series 6, 7 and 63 license and a SIE certificate. Katharine Fowler Clark is a Chartered Financial Consultant. Katharine Fowler Clark also holds a Series 65 license. Katharine Fowler Clark is currently licensed with MML Investors Services, LLC, and is based out of the Macon, GA branch office. Katharine Fowler Clark has experience in asset allocation, financial planning, pension consulting, educational seminars, and selection of other advisers. Katharine Fowler Clark's current firm, MML Investors Services, LLC has more than 351,000 clients and $72 billion in assets under management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
01/24/2025 - Present
MML Investors Services, LLC (MACON GA)
GA
05/03/1999 - 06/10/2014
PARK AVENUE SECURITIES LLC (MACON GA)
NY
10/27/1986 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/03/1984 - 04/18/1986
JEFFERSON-PILOT INVESTOR SERVICES, INC.
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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