Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Oliver is a registered Investment Advisor Representative with Investors Asset Management of Georgia Inc. based in Atlanta, GA. Katherine is a dedicated financial professional who has been serving clients in the financial services industry since July 2018. Katherine holds a Series 65 license, indicating a strong understanding of investment advisory principles. Katherine has experience working with both high-net-worth individuals and individuals other than high-net-worth. Katherine provides financial planning services, pension consulting, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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GA
11/06/2018 - Present
Investors Asset Management OF Georgia Inc. (ATLANTA GA)
IA
Issued 11/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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