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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Gurrieri is a financial advisor at Fisher Investments. Katherine has over 18 years of experience in the financial services industry. Katherine has worked with a number of firms including World Group Securities, Inc., Transamerica Financial Advisors, Inc, and Fidelity Brokerage Services LLC. Katherine is a registered investment advisor in Illinois and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/22/2022 - Present
Fisher Investments (Lombard IL)
IL
03/09/2020 - 01/25/2022
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
IL
11/09/2018 - 01/29/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (OAKBROOK TERRACE IL)
IL
01/12/2017 - 10/23/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (OAKBROOK TERRACE IL)
FL
01/06/2012 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
GA
07/26/2004 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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