Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Stellar is a financial advisor with over 23 years of experience in the industry. Katherine has worked with Golden State Wealth Management, LLC since March 2015. Prior to that, Katherine worked with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and A. G. EDWARDS & SONS, INC.. Katherine is registered as an Investment Advisor Representative and holds Series 7, Series 63, Series 65 and SIE licenses. Katherine is a Certified Financial Planner and has a strong track record of providing financial planning and investment management services to individuals, families, businesses and charitable organizations. Katherine specializes in retirement planning, college savings, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
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2
CA
01/16/2025 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
11/24/2010 - 03/31/2015
MORGAN STANLEY (NEWPORT BEACH CA)
CA
02/01/2002 - 11/24/2010
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
MO
03/12/1999 - 02/21/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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