Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Burgess is an investment professional with over 20 years of experience in the financial services industry. Katherine is currently a registered representative and investment advisor representative with LPL Financial LLC. Previously, Katherine was a registered representative at CUNA Brokerage Services, Inc. and The Huntington Investment Company. Katherine has a wide range of experience in financial planning, portfolio management, and investment consulting. Katherine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/18/2022 - Present
LPL Financial LLC (FORT MILL SC)
IA
02/27/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
SC
03/13/2013 - 02/06/2018
LPL FINANCIAL LLC (FORT MILL SC)
MI
11/12/2003 - 01/18/2013
THE HUNTINGTON INVESTMENT COMPANY (MT.CLEMENS MI)
BOTH
Issued 11/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katherine Burgess is the right advisor for you? Invested Better is here to help.
