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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Elizabeth Phillips is an investment advisor representative with Loomis Sayles & Company, LP, a firm headquartered in Boston, MA. Katherine is a registered investment advisor in Massachusetts. Katherine has been in the financial services industry since May 31, 2013. She has passed the Series 7, Series 65 and SIE exams. Katherine specializes in providing investment advisory services to high-net-worth individuals, corporations, pooled investment vehicles, pension and profit-sharing plans, and other entities.
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.
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.
Non-discretionary investment 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.
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.
Minimum annual fee and/or minimum account size
1
2
MA
02/06/2017 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
IA
Issued 09/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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