Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Rose White is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Katherine has been in the industry since September 2013, working with Equitable Advisors, LLC since September 2013. Katherine has a Series 66, Series 7 and SIE. Katherine works out of the Sheffield Village, OH office of Equitable Advisors, LLC. Katherine is registered with the state of Hawaii, Michigan, Ohio, Pennsylvania and Texas to offer both Brokerage and Investment Advisory services. Katherine is a member of Epik Wealth Holdings, LLC and is active in the community.
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.
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.
1
2
OH
05/26/2023 - Present
Equitable Advisors, LLC (SHEFFIELD VILLAGE OH)
BOTH
Issued 01/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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