Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Forester is a financial advisor who has been in the industry since 1996. Katherine is currently registered with Fidelity Personal And Workplace Advisors. Katherine has previous experience at TD WATERHOUSE INVESTOR SERVICES, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., W. S. GRIFFITH & CO., INC., and HORNOR, TOWNSEND & KENT, INC.. Katherine holds several securities licenses, including Series 6, 7, 9, 10, 63 and 66. Katherine provides a range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Katherine is a member of FINRA.
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.
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.
1
2
PA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
NE
08/17/2000 - 03/16/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
RI
03/25/1998 - 08/18/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CT
01/07/1997 - 03/17/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
PA
09/10/1996 - 01/02/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Katherine Forester is the right advisor for you? Invested Better is here to help.
