Unclaimed
Katherine Hay is a registered Investment Advisor Representative with PNC Investments. Katherine is licensed in 50 states and the District of Columbia to provide securities advice. Katherine has been in the securities industry since 2015. Katherine offers portfolio management for individuals and businesses. Katherine has experience providing financial advice to clients including high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/18/2022 - Present
PNC Investments (PITTSBURGH PA)
PA
08/11/2015 - 11/25/2016
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
IA
Issued 12/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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