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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 Gail Martin is a financial advisor currently registered with Cetera Investment Advisers LLC in Westbury, NY. Katherine has been working in the financial industry since 2013. She also holds licenses in 12 states and has passed numerous exams including the Series 6, 7, 63, and 65. Katherine offers a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. She also works with clients in a variety of industries, including insurance companies, charitable organizations, and pension and profit-sharing plans. Katherine has previously been employed with Foresters Financial Services, Inc. and RC Dugans.
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.
A percentage of the total value of assets under management is charged.
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NY
03/31/2021 - Present
Cetera Investment Advisers LLC (WESTBURY NY)
NY
08/28/2013 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (WESTBURY NY)
IA
Issued 6/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/1/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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