Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Powers is a registered representative with Eaton Vance Management. Katherine has been in the financial services industry since June 2022. Katherine's primary office is located in BOSTON, Massachusetts. Katherine is registered to conduct business in California, Massachusetts. Katherine's areas of focus include the selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, portfolio management for pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
04/25/2023 - Present
Eaton Vance Management (BOSTON MA)
BOTH
Issued 04/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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