Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Hennessy is an investment advisor representative at Assetgrade, LLC, based in Chicago, IL. Katherine has been in the industry since 2003 and is registered with the state of Illinois and Texas. Katherine specializes in Financial Planning, Pension Consulting and Portfolio Management for Individuals.
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.
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
IL
09/02/2016 - Present
Assetgrade, LLC (CHICAGO IL)
IL
01/01/2008 - 04/22/2014
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
04/09/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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