Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katharine? Claim Your ProfileKatharine Helen Burger is a registered representative and investment advisor representative with Stonex Advisors Inc. Katharine has been in the financial services industry since August 2016. Katharine is registered in Florida, Indiana, Iowa, and Ohio. Katharine has her Series 66, Series 7, and SIE licenses. She has also completed the Securities Industry Essentials Exam. Katharine is a member of the nominating committee for Farm Credit Mid-America. In addition to her work at Stonex Advisors Inc., Katharine also provides customer service duties as an office assistant for Brad M. Tebbe in Brookville, Indiana. Katharine specializes in financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Financial consulting services
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.
1
2
IN
01/31/2017 - Present
Stonex Advisors Inc. (Brookville IN)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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