Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Taylor Jimerson is a Registered Representative and Investment Advisor Representative with Fortis Group Advisors LLC. Katherine joined the firm in February 2021 and holds the Series 7, Series 66 and SIE licenses. Katherine provides investment advisory services and financial planning for individuals and businesses.
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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NJ
08/18/2021 - Present
Fortis Group Advisors LLC (WESTWOOD NJ)
BOTH
Issued 07/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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