Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Wilson is a financial professional with over 30 years of experience in the financial services industry. Katherine Wilson is currently registered with Cetera Investment Advisers LLC. Katherine Wilson has a strong background in providing financial planning, portfolio management, and investment advisory services. Katherine Wilson is also a Certified Financial Planner. In addition to her financial services experience, Katherine Wilson is licensed with a variety of life insurance companies and offers annuities.
HOUSTON, TX
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.
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TX
06/29/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
NA
06/20/1986 - 12/08/1992
NEW ENGLAND SECURITIES
NY
12/13/1983 - 12/08/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/1994
Series 7 - General Securities Representative Examination
BC
Issued 4/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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