Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Barnhart is an investment advisor representative with Rockefeller Financial LLC. Katherine has been in the securities industry since 2007. Katherine previously worked at Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Colonial Brokerage, Inc., and Banc of America Investment Services, Inc. Katherine is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Katherine is also registered as an investment advisor representative in Texas. Katherine specializes in providing financial planning, pension consulting, and selection of other advisers. Katherine also manages portfolios for businesses and 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.
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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2
FL
01/11/2022 - Present
Rockefeller Financial LLC (Palm Beach Gardens FL)
FL
02/17/2021 - 01/19/2022
TRUIST INVESTMENT SERVICES, INC. (PALM BEACH FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/13/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PALM BEACH FL)
FL
09/24/2009 - 09/25/2009
COLONIAL BROKERAGE, INC. (WEST PALM BEACH FL)
MA
11/26/1999 - 11/16/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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