Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Bays Armstrong is a financial advisor with over 20 years of experience in the industry. Katherine is a registered representative with Osaic FA, Inc. Katherine specializes in providing financial planning, portfolio management and retirement planning services to individuals, corporations and charitable organizations. Katherine is also an insurance agent, offering accident and health, disability, fixed annuities, long-term care insurance and traditional life insurance. Katherine is licensed in many states and has a strong track record of success in helping her clients achieve their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
MD
03/09/2007 - Present
Osaic FA, Inc. (HUNT VALLEY MD)
MD
01/12/2004 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
MD
10/06/2002 - 01/02/2004
MERCANTILE SECURITIES, INC. (BALTIMORE MD)
CO
04/14/2003 - 08/20/2003
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
IA
Issued 01/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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