Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Morrison is an Investment Advisor Representative with Prota Financial, a Registered Investment Advisor firm based in Houston, Texas. Katherine is licensed to provide financial advice in Texas. She has been working in the financial services industry since 2015. Katherine is dedicated to helping individuals and families 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.
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.
A percentage of the total value of assets under management is charged.
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TX
12/02/2022 - Present
Prota Financial (HOUSTON TX)
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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