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Katherine Marie Edwards

Mainstreet Financial Planning, Inc.

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About Katherine Marie Edwards

Katherine Edwards is a financial advisor with Mainstreet Financial Planning, Inc. Katherine has been in the financial industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Katherine is a Certified Financial Planner and has been registered with the state of California since October 2022. Katherine specializes in financial planning, educational seminars, and tax preparation services. Katherine is also registered with the states of Maryland, Virginia, New York, Tennessee, and the District of Columbia. Katherine has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Katherine is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Katherine Edwards is currently registered with Mainstreet Financial Planning, Inc.. Mainstreet Financial Planning, Inc. is a financial planning firm offering a variety of services, including financial planning, educational seminars, and tax preparation. They serve individuals and businesses.

Not reported

Assets Under Management

344

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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tax preparation services

Tax preparation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Katherine Edwards’s Registration & Firm History

CA

10/18/2022 - Present

Mainstreet Financial Planning, Inc. (LOS GATOS CA)

NC

05/03/2016 - 11/22/2021

PURSHE KAPLAN STERLING INVESTMENTS (Durham NC)

TN

12/07/2015 - 03/22/2016

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 06/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Marie Edwards.
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