Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Trivisonno is a financial advisor at Truist Advisory Services, Inc. Katherine has over 6 years of experience in the financial services industry. Katherine is registered with the state of Ohio as a Registered Representative and Investment Advisor Representative. Katherine holds the Series 6, 7, 63 and 65 licenses. Katherine has a special interest in the areas of financial planning, portfolio management, and publication of periodicals. Katherine is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
OH
06/25/2020 - Present
Truist Advisory Services, Inc. (CLEVELAND OH)
OH
02/02/2018 - 06/29/2020
U.S. BANCORP INVESTMENTS, INC. (COLUMBUS OH)
OH
10/29/2014 - 10/11/2017
CITIZENS SECURITIES, INC. (STRONGSVILLE OH)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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