Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Maki is a financial advisor who has been in the industry since January 26, 2012. Katherine is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since May 2020. Katherine is a Series 66, Series 7TO, and Series 6 registered representative and has been registered in several states across the US. Katherine has a strong track record of providing financial advice to individual clients, businesses, and charitable organizations. Katherine is committed to helping clients 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.
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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MI
03/27/2021 - Present
Fidelity Personal AND Workplace Advisors (GRAND RAPIDS MI)
MI
01/27/2012 - 06/01/2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)
BOTH
Issued 10/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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