Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Murphy is an investment advisor representative, licensed in North Carolina, New York and Texas. Katherine has been in the financial services industry for over a decade, working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Katherine is currently employed by Choreo, LLC, a firm providing financial planning, investment advisory, and retirement plan services. Previous employers include PNC Investments, Carolina Investment Consulting LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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2
IL
09/30/2019 - Present
Choreo, LLC (ROCKFORD IL)
NC
03/24/2017 - 04/05/2019
PNC INVESTMENTS (CHARLOTTE NC)
NC
05/24/2012 - 10/26/2016
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
NC
12/08/2008 - 09/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
SC
05/17/2005 - 12/09/2008
WACHOVIA SECURITIES, LLC (LANCASTER SC)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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