Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine O'Donnell is a Registered Representative and Investment Advisor Representative. Katherine is currently registered with Vanguard Advisers, Inc. and has been in the industry since October 17, 2001. Katherine has a Series 6, 7, 63 and 66 licenses and a Series 24 Principal license. Katherine has experience in providing financial planning, investment advisory services, and portfolio management for individuals, businesses, and pooled investment vehicles. Katherine is also a Registered Representative with Vanguard Advisers, Inc. and has been in the industry since October 17, 2001.
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.
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
01/06/2012 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
08/12/1999 - 07/01/2009
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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