Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Withrite is a financial professional with over 16 years of experience in the financial services industry. Katherine is a registered representative of Northwestern Mutual Investment Services, LLC. Katherine has a strong background in providing investment advice and financial planning services to individuals and families. Katherine has been registered with the state of Georgia as an Investment Advisor Representative since 2015 and has a Series 7 and Series 66 license. Katherine is committed to providing her clients with personalized service and helping them 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
04/27/2015 - Present
Northwestern Mutual Investment Services, LLC (PEACHTREE COR GA)
TN
06/08/2006 - 02/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHATTANOOGA TN)
BOTH
Issued 07/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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