Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Tobin is a financial advisor registered with Monument Group, Inc. Katherine joined Monument Group, Inc. in November 2012 and holds the Series 7, Series 63, and SIE licenses. Katherine Tobin is registered in Massachusetts and New York.
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.
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.
1
2
MA
11/20/2012 - Present
Monument Group, Inc. (BOSTON MA)
BC
Issued 05/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katherine Tobin is the right advisor for you? Invested Better is here to help.
