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Katherine Mulqueen is an Investment Advisor Representative at Hightower Advisors, LLC. Katherine has been in the financial services industry since December 2013. Katherine has a Series 65 license. Katherine is registered with the state of Kansas. Katherine provides advisory services to individuals, businesses, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Katherine has a strong background in finance and has experience working with a variety of clients. Katherine is committed to providing her clients with personalized financial advice.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/04/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
IA
Issued 09/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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