Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Almerico is a financial professional with over 30 years of experience in the industry. Katherine has held various roles at Guardian Investor Services Corporation, SMA Equities, Inc., The Producers Group, Inc., and Guardian Life Insurance Co of America. Katherine is currently registered with Park Avenue Securities LLC as a Registered Representative and Investment Advisor Representative. Katherine is licensed in several states including Georgia, Louisiana, Maryland, Mississippi, New York, North Carolina, Oregon, Pennsylvania, and Texas. Katherine holds several industry certifications including the Series 6, 7, and 63 exams. Katherine specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Katherine is dedicated to providing her clients with personalized financial advice and services.
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.
1
2
LA
04/14/2021 - Present
Park Avenue Securities LLC (METAIRIE LA)
NY
03/17/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/20/1987 - 12/08/1987
SMA EQUITIES, INC.
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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