Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Marie Jamil is a financial advisor with Park Avenue Securities LLC, a firm headquartered in New York, NY. Katherine has been in the financial services industry since 2009, and is registered to provide investment advice in California, Florida, Georgia, Illinois, Maryland, Nebraska, North Carolina, and South Carolina. She holds the Series 7, Series 63, Series 66, and SIE licenses, and is a Certified Financial Planner. Katherine provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NC
02/04/2022 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
NC
05/25/2012 - 11/08/2017
LPL FINANCIAL LLC (HUNTERSVILLE NC)
NC
11/30/2010 - 06/01/2012
NFP SECURITIES, INC. (CHARLOTTE NC)
NC
09/16/2009 - 11/29/2010
NRP FINANCIAL, INC. (CHARLOTTE NC)
BC
Issued 02/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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