Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Kuhn is a Registered Investment Advisor with Fisher Investments. Katherine is licensed in Florida, Texas, and Washington. Katherine has experience in the financial services industry and has worked at various firms including Mortgage Lenders Investment Trading Co, Extended Travel, and Florida State University. Katherine specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Katherine is also experienced in Financial 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
08/14/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 08/14/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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