Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Fox is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC, located in CHICAGO, IL. Katherine has been in the industry since 2008, and holds the Series 63, Series 65, Series 7, and SIE licenses. Katherine is registered to provide investment advice in Arizona, California, Connecticut, Florida, Illinois, Indiana, Iowa, Massachusetts, Michigan, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Washington, and Wisconsin. Katherine also serves on the board of the Admiral at the Lake Foundation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
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2
IL
01/29/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
BC
Issued 02/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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