Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Gordon is a financial advisor with PNC Investments. Katherine has been in the industry since 2016 and has experience in providing financial advice to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
08/22/2017 - Present
PNC Investments (Franklin NC)
NC
01/26/2016 - 08/09/2017
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 02/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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