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 Hamburger is a financial advisor with Stifel, Nicolaus & Company, Inc. based in SAN FRANCISCO, CA. Katherine is a registered representative of Stifel, Nicolaus & Company, Inc. and has been in the industry since January 7, 1992. Katherine has a total of 3 approved SRO registrations, including one with FINRA. Katherine has passed two exams: the Securities Industry Essentials Examination (SIE) and the Municipal Securities Representative Examination (Series 52). Katherine specializes in various investment areas including fixed income, equities, options, mutual funds, and other investment products.
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.
1
2
CA
09/30/2011 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
01/08/1992 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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