Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Barr Vint is a financial advisor with over 15 years of experience in the industry. Katherine is a CERTIFIED FINANCIAL PLANNER™ professional, and is registered with Alliancebernstein LP and is licensed in 53 states. Katherine specializes in asset allocation, financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Katherine's areas of expertise include securities, mutual funds, variable annuities, fixed annuities, and options.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
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.
1
2
CA
02/19/2016 - Present
Alliancebernstein LP (SAN DIEGO CA)
BOTH
Issued 11/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katherine Vint is the right advisor for you? Invested Better is here to help.
