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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Donaldson is an Investment Advisor Representative at Doyenne Wealth Advisors. Katherine is registered with the state of Illinois and Texas. Katherine has been a registered representative since August 1, 2002. Katherine is a Certified Financial Planner. Katherine has experience in the industry since December 2000. Katherine has specializations in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisers.
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.
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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IL
02/09/2022 - Present
Doyenne Wealth Advisors (CHICAGO IL)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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