Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine MacH is a financial advisor with over 10 years of experience in the industry. Katherine currently works at World Investment Advisors, LLC. Katherine is a Registered Representative and Investment Advisor Representative. Katherine is a licensed life insurance producer in South Carolina. Previously, Katherine worked at Sable Capital LLC, LPL Financial LLC, VOYA Financial Advisors, INC., PNC INVESTMENTS, and Lincoln Investment. Katherine holds the Series 6, 7, 66, 24, 99TO, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
SC
02/22/2022 - Present
World Investment Advisors, LLC (Fort Mill SC)
NC
08/12/2019 - 01/18/2022
SABLE CAPITAL LLC (Charlotte NC)
FL
11/18/2016 - 07/29/2019
LPL FINANCIAL LLC (PALM COAST FL)
FL
03/31/2016 - 11/19/2016
VOYA FINANCIAL ADVISORS, INC. (PALM COAST FL)
OH
08/19/2014 - 10/13/2015
PNC INVESTMENTS (CLEVELAND OH)
OH
04/17/2013 - 07/28/2014
LINCOLN INVESTMENT (CLEVELAND OH)
OH
11/13/2012 - 04/03/2013
LPL FINANCIAL LLC (CLEVELAND OH)
BOTH
Issued 07/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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