Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lobe is a Registered Representative and Investment Advisor Representative with SPC. Katherine has been in the financial services industry since February 2009 and holds the Series 66, Series 7, and SIE licenses. Katherine is registered in 17 states and has been with SPC since January 2014. Katherine also holds a Series 66 license, which allows her to provide investment advice. SPC is a financial services firm based in Ann Arbor, MI, with offices across the country. They offer a range of services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning. SPC has a strong reputation in the industry and is committed to providing clients with personalized advice and guidance. Katherine provides financial advice and investment management services to individuals and families.
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.
Consultation 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.
Seminar attendance fees
1
2
GA
04/07/2014 - Present
SPC (DULUTH GA)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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