Unclaimed
Katherine Cirkoski is a financial professional with over seven years of experience in the financial services industry. Katherine is currently registered with Brighthouse Securities, LLC and holds her Series 6, Series 63, and SIE licenses. Previously, Katherine was employed with LPL Financial LLC. Katherine’s experience includes providing investment advice and financial planning services to clients.
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.
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2
NC
03/15/2022 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
SC
07/28/2015 - 02/14/2022
LPL FINANCIAL LLC (FORT MILL SC)
BC
Issued 10/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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