Unclaimed
Katherine Brown is a financial advisor with Joss Brown Wealth Advisors. Katherine is a Certified Financial Planner™ professional with experience in financial planning, portfolio management and selection of other advisors. She has been serving clients in Virginia Beach, VA and surrounding areas since 2003 and has a strong understanding of the financial needs of her clients. Katherine has passed the Series 6, Series 63, and Series 65 examinations. Katherine is registered to provide investment advisory services in Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
VA
01/26/2023 - Present
Joss Brown Wealth Advisors (Newport News VA)
VA
10/16/2003 - 04/29/2005
FINANCIAL SECURITY MANAGEMENT, INCORPORATED (VIRGINIA BEACH VA)
MA
05/15/2001 - 10/23/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
01/19/2001 - 05/31/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 05/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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