Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Salter is a financial advisor with over 30 years of experience in the industry. Katherine has a broad range of experience serving individual clients and families as well as small and medium-sized businesses. Katherine Salter is registered with Independent Financial Group, LLC and works in the Fullerton office. Katherine is also a licensed insurance agent in California. Prior to working with Independent Financial Group, LLC, Katherine worked with SAGEPOINT FINANCIAL, INC in Fullerton, CA. Katherine is committed to providing her clients with personalized financial advice and guidance to help 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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/09/2018 - Present
Independent Financial Group, LLC (FULLERTON CA)
CA
10/31/2005 - 04/16/2018
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/05/1984 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
12/08/1983 - 09/11/1984
GRIFFIN, BLAIR & CO., INCORPORATED
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/09/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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