linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Ruby Bermudez

A.g.p. / Alliance Global Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Ruby Bermudez

Katherine Ruby Bermudez is an active advisor at A.g.p. / Alliance Global Partners. Katherine has been in the industry since June 15, 2020. Katherine is a registered representative, holding the Series 99TO and Series 63 licenses. Katherine specializes in securities, insurance, mutual funds, variable annuities, and fixed annuities. A.g.p. / Alliance Global Partners is a firm that specializes in offering financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.

Firm Information

Katherine Bermudez is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Sub-adviser of pooled investment vehicle charges a performance f

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Bermudez’s Registration & Firm History

CT

06/16/2020 - Present

A.g.p. / Alliance Global Partners (WESTPORT CT)

Not sure if Katherine Ruby Bermudez is right for you?

Licenses & Designations

BC

Issued 06/16/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2020

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Ruby Bermudez.
Not sure if Katherine Ruby Bermudez is right for you?