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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 Ann Hamel is a financial advisor at The Colony Group, LLC. Katherine has been in the industry since June 2019. Katherine holds the Series 7TO, Series 66, and SIE licenses and is also a Certified Financial Planner. Katherine has previous experience at Robert W. Baird & Co. Incorporated and Merriman. Katherine is registered to provide investment advisory services in Washington.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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WA
02/03/2025 - Present
THE Colony Group, LLC (Seattle WA)
WA
06/19/2019 - 05/12/2023
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
BOTH
Issued 07/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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