Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Connolly is a Registered Representative of Fidelity Personal And Workplace Advisors. Katherine has been in the industry for over 2 years. Her primary focus is on providing financial planning and investment advice to individuals, families, and businesses. Katherine is committed to providing personalized and comprehensive financial solutions to help her clients achieve their financial goals. She holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) exam. In addition to her experience at Fidelity, Katherine has also worked as a teacher and has held roles in various industries, which gives her a unique perspective on the needs of her clients.
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.
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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2
NY
11/18/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK CITY NY)
MA
08/15/2023 - 11/06/2023
PRUCO SECURITIES, LLC. (WAKEFIELD MA)
BOTH
Issued 09/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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