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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Creed is an investment advisor representative with Edelman Financial Engines, licensed in California and Texas. Katherine is a seasoned professional with experience in the financial services industry, previously working with CETERA INVESTMENT SERVICES LLC and FORESTERS FINANCIAL SERVICES, INC.. Her expertise spans various areas, including financial planning, pension consulting, and portfolio management. With a comprehensive understanding of investment strategies and a commitment to client success, Katherine strives to provide personalized guidance and tailored solutions to meet individual financial needs.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
01/04/2022 - Present
Edelman Financial Engines (SAN RAFAEL CA)
AZ
06/20/2019 - 11/23/2021
CETERA INVESTMENT SERVICES LLC (PHOENIX AZ)
AZ
02/06/2015 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/30/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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