Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Livingston is a financial advisor registered with Curran Financial Partners, LLC. Katherine holds the Series 65 license and has been in the industry since 2021. Katherine has experience working with individuals, high-net-worth individuals, and investment companies. Katherine offers a range of financial services, including financial planning, pension consulting, portfolio management for individuals and investment companies, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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SC
01/15/2025 - Present
Curran Financial Partners, LLC (DANIEL ISLAND SC)
Active
Inactive
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