Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Miller is a Registered Representative and Investment Advisor Representative with Morgan Stanley, a leading financial services firm. Katherine is licensed in 54 states and the District of Columbia. Katherine has been working in the industry since 2023 and holds the Series 7TO, Series 66, and SIE licenses. Katherine has experience working with individual clients, high-net-worth individuals, corporations, charitable organizations, investment clubs, and other institutions. Katherine provides a range of financial planning services, including investment management, asset allocation advice, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
02/16/2024 - Present
Morgan Stanley (Atlanta GA)
BOTH
Issued 01/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katherine Miller is the right advisor for you? Invested Better is here to help.
