Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Elizabeth Behrens is a financial advisor at Fidelity Personal And Workplace Advisors, located in St. Louis, Missouri. Katherine is a registered representative in 26 states and also holds Series 7, 63 and 65 licenses. She is a specialist in individual and business portfolio management, financial planning, and investment education.
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
MO
03/27/2021 - Present
Fidelity Personal AND Workplace Advisors (ST. LOUIS MO)
IA
Issued 02/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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