Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Apara Kohls is a licensed securities professional with over 30 years of experience in the financial services industry. Katherine has held various roles at several firms, including ARQUE CAPITAL, LTD., EMPIRE SECURITIES CORPORATION, and H.D. VEST INVESTMENT SECURITIES, INC. Katherine currently works at St. Bernard Financial Services, Inc. as a Registered Representative. Katherine specializes in portfolio management for individuals and businesses, offering customized financial solutions to meet their specific needs. Katherine is also a strong advocate for financial education, conducting seminars to help individuals understand and navigate the complexities of financial planning. Katherine is committed to providing personalized service, expert guidance, and a comprehensive approach to financial management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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AR
06/23/2023 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
CA
04/24/2010 - 06/16/2023
ARQUE CAPITAL, LTD. (Carlsbad CA)
CA
03/21/1995 - 04/24/2010
EMPIRE SECURITIES CORPORATION (EL SEGUNDO CA)
TX
11/23/1992 - 02/27/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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