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Katherine Wolf Calabria

Manning & Napier Investor Services, Inc.

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About Katherine Wolf Calabria

Katherine Calabria is a registered representative with Manning & Napier Investor Services, Inc. located in Fairport, NY. Katherine has been in the industry since February 24, 2004, and is licensed in New York. Katherine holds the Series 6, Series 63, and SIE licenses.

Firm Information

Katherine Calabria is currently registered with Manning & Napier Investor Services, Inc.. Manning & Napier Investor Services, Inc. is a Corporation formed on March 21, 1990. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katherine Calabria’s Registration & Firm History

NY

02/25/2004 - Present

Manning & Napier Investor Services, Inc. (FAIRPORT NY)

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Licenses & Designations

BC

Issued 01/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Wolf Calabria.
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