Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Danielle Sanchez is an Investment Advisor Representative at Acumen Wealth Advisors, LLC. Katherine has been in the industry since September 2019. Katherine holds a Series 65 license and is registered in Tennessee. Katherine has experience working with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Katherine specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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TN
01/21/2025 - Present
Acumen Wealth Advisors, LLC (CHATTANOOGA TN)
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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