Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine McAllister is a financial professional with over 20 years of experience in the securities industry. Katherine has a strong track record of success in providing investment advice and financial planning services to individuals and businesses. Currently, Katherine is a registered representative with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Katherine was a registered representative with Citigroup Global Markets Inc., Citicorp Investment Services, and Fiserv Investor Services, Inc. Katherine specializes in providing investment advice and financial planning services to high net worth individuals, corporations, and other businesses. Katherine has a Series 6, Series 63 and SIE licenses.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
06/11/2014 - Present
J.p. Morgan Securities LLC (MOUNT SINAI NY)
NY
05/29/2007 - 05/08/2014
CITIGROUP GLOBAL MARKETS INC. (PORT JEFFERSON NY)
NY
11/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (PORT JEFFERSON NY)
TX
03/13/1998 - 09/17/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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