Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Glick Miller is a financial advisor with Concourse Financial Group Securities, Inc. Katherine has been working in the financial industry since March 16, 2020 and has a variety of licenses and certifications. Katherine has a Series 66, 24, 6TO, 7TO and SIE licenses and is registered in 49 states. Katherine's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Katherine is also a designated principal for Everence, a non-profit organization that provides financial and insurance services to churches and other faith-based organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/05/2020 - Present
Concourse Financial Group Securities, Inc. (Goshen IN)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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