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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Hickey is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. She has been in the industry since 2017 and is registered to provide investment advisory services in Pennsylvania. Katherine has a Series 63, Series 65, and Series 7 license. Before joining Beacon Pointe Advisors, Katherine worked at J.P. Morgan Institutional Investments Inc. Katherine specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, investment companies, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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
PA
07/11/2020 - Present
Beacon Pointe Advisors, LLC (BALA CYNWYD PA)
NY
11/14/2017 - 02/26/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IA
Issued 11/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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