Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Waltner is a financial advisor with The Huntington Investment Co. Katherine has been in the financial services industry since April 2013. Katherine holds the Series 7, Series 24, and Series 66 licenses. Katherine specializes in providing financial advice to individuals, businesses, and charitable organizations. Katherine has experience working with various firms, including Hornor, Townsend & Kent, LLC and PNC Investments. Katherine is committed to providing her clients with personalized financial advice to help them 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
THE Huntington Investment Co. (ROSSFORD OH)
PA
03/11/2022 - 06/27/2023
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
MI
11/13/2018 - 03/10/2022
PNC INVESTMENTS (ANN ARBOR MI)
MI
05/11/2016 - 10/26/2018
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
05/11/2016 - 10/26/2018
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
06/23/2015 - 05/26/2016
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
MI
11/20/2013 - 06/15/2015
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
03/29/2013 - 06/15/2015
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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