Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katharine? Claim Your ProfileKatharine Corbin is a financial advisor with over 40 years of experience in the industry. Katharine is currently registered with Osaic Wealth, Inc. and previously worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Transamerica Financial Resources, Inc., Accumulation Planning, Inc., MML Investors Services, Inc., and Franklin Financial Services Corporation. Katharine is a Chartered Financial Consultant and holds a Series 63, Series 65, Series 7, Series 1, and Series 24 license. Katharine is also a member of the board of trustees for the Arizona Science Center, Inc. and is an advisory board member for the Lowell Observatory.
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.
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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AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SCOTTSDALE AZ)
AZ
11/17/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PHOENIX AZ)
IN
12/23/1994 - 11/28/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/23/1994 - 11/28/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
01/31/1992 - 12/13/1994
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
AZ
05/11/1987 - 12/17/1991
ACCUMULATION PLANNING, INC. (PHOENIX AZ)
NA
04/07/1986 - 03/12/1987
MML INVESTORS SERVICES, INC.
NA
08/26/1980 - 04/15/1986
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
06/19/1980 - 10/03/1980
FRANKLIN FINANCIAL SERVICES CORPORATION
IA
Issued 1/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/3/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 6/11/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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