Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Inman is an Investment Advisor Representative at Osaic Wealth, Inc. Katherine has been in the industry since 1993. Katherine is registered with FINRA and is a Registered Investment Advisor. Katherine has a strong background in financial planning and estate planning.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CO
05/07/2009 - 06/14/2024
SECURITIES AMERICA, INC. (RYE CO)
TX
07/17/2002 - 05/15/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
09/27/1996 - 05/23/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
06/15/1993 - 07/31/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/15/1993 - 07/31/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/25/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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