Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Bennett is a financial professional with over 15 years of experience in the industry. Katherine holds the Series 7 and Series 66 licenses and is a Chartered Financial Consultant. Katherine currently works as a registered representative for Cambridge Investment Research Advisors, Inc. in Overland Park, Kansas. Katherine provides financial planning, pension consulting, educational seminars and portfolio management services to individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
04/24/2020 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
10/12/2012 - 04/28/2020
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
12/10/2007 - 10/03/2012
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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