Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Petrelli is a financial advisor with National Wealth Management Group, LLC. Katherine has been in the industry since 2001 and holds Series 6, 63, 26 and 65 licenses. Katherine works in both Cincinnati, Ohio and Palm Coast, Florida. Katherine offers a variety of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Katherine is licensed in multiple states including California, Florida and Wisconsin.
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.
Hourly consulting
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.
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2
OH
01/13/2016 - Present
National Wealth Management Group, LLC (CINCINNATI OH)
FL
04/04/2002 - 12/10/2008
WORLD GROUP SECURITIES, INC. (ORLANDO FL)
GA
04/17/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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