Unclaimed
Katherine Alberti Price is a financial advisor registered with Campbell Lutyens & Co. Inc., with over a decade of experience in the industry. Prior to joining Campbell Lutyens & Co. Inc., Katherine held positions at Goldman Sachs & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Deutsche Bank Securities Inc. Katherine holds the Series 3, Series 7, and Series 63 licenses, along with the SIE exam. Katherine is currently registered in 51 states and the District of Columbia.
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
NY
10/06/2021 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
NY
06/29/2018 - 10/07/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
06/27/2016 - 05/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/27/2016 - 11/16/2016
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
NY
09/16/2008 - 11/19/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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