Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Johnston Martin is an investment advisor representative at Grove Point Advisors, LLC and has been in the financial services industry since 2000. Katherine holds the Series 6, Series 63 and SIE licenses. In addition to being a financial advisor at Grove Point Advisors, LLC, Katherine also owns Martin Financial Solutions, a business that provides insurance sales. Katherine has worked for several other firms in the past, including Hazard & Siegel, Inc., Financial Network Investment Corporation and Blue Vase Securities, LLC. Katherine's primary focus is on providing portfolio management and financial planning services to individuals and businesses. Katherine has a strong track record of success in helping clients 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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NY
11/09/2011 - 07/09/2015
HAZARD & SIEGEL, INC. (DEWITT NY)
PA
10/24/2005 - 10/25/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (WASHINGTON PA)
PA
12/05/2001 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
GA
08/09/2000 - 12/05/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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