Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine O'Connor is a registered representative and investment advisor representative with Hightower Advisors, LLC. Katherine is licensed to offer investment advice in New York. She is affiliated with the New York branch office. Katherine is affiliated with Hightower Advisors, LLC since March 2024. Prior to that, Katherine was affiliated with Bank of America Private Bank in New York. Katherine has a broad experience in financial services industry and holds Series 66 license.
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
NY
10/04/2024 - Present
Hightower Advisors, LLC (New York NY)
Active
Inactive
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