Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine McMaster is a registered investment advisor representative with Ofg Financial Services, Inc. and Cobler Capital Management, LLC. Katherine has been in the financial services industry since 1997. Katherine holds the Series 6, 7, 63 and 65 licenses. Katherine is a licensed investment advisor representative in Kansas. Katherine specializes in Financial Planning, Pension Consulting, and Selection of Other Advisors. Katherine provides financial advice to individuals and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Timing services provided by others
1
2
KS
06/11/2009 - Present
OFG Financial Services, Inc. (TOPEKA KS)
KS
06/23/1997 - 08/17/2007
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
BC
Issued 10/10/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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