Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Kerns is a financial advisor registered with Credit Union Investment Services. Katherine is based out of Huntersville, NC. Katherine has been in the financial services industry since 2018 and has passed Series 6, Series 63 and Series 65 exams. Katherine specializes in financial planning and portfolio management. Katherine has experience working with individuals and families, and her goal is to help her clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
03/11/2019 - Present
Credit Union Investment Services (Huntersville NC)
IA
Issued 03/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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