Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Crosby Stith is a financial advisor registered with Citigroup Global Markets Inc. in Washington, DC. Katherine has been working in the financial services industry since March 4, 2006 and holds licenses for both investment advisory and brokerage services. Katherine has a wide range of experience and is able to offer a variety of financial services including asset allocation advice, financial planning, and pension consulting. Katherine is committed to providing clients with the highest level of service and expertise.
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.
Asset allocation advice
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
DC
11/01/2010 - Present
Citigroup Global Markets Inc. (WASHINGTON DC)
DC
01/04/1999 - 06/01/2000
RIGGS INVESTMENT CORP. (WASHINGTON DC)
CA
10/23/1997 - 01/14/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NC
11/10/1995 - 09/18/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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