Unclaimed
Katherine Derengowski is a financial advisor with Florida Financial Advisors, LLC. Katherine has been in the financial industry since 2024, and she is registered with the state of Florida as an Investment Advisor Representative. Katherine specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Katherine holds the Series 65 license.
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.
2% of net worth or assets for financial planning clients
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2
FL
06/24/2024 - Present
Florida Financial Advisors, LLC (Miami Lakes FL)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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