Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathi? Claim Your ProfileKathi Black is a licensed financial professional and an Investment Advisor Representative with Pinnacle Investments, LLC. Kathi has been in the financial services industry since 2015 and is registered with FINRA (Financial Industry Regulatory Authority) and holds the Series 99 and SIE licenses. Kathi specializes in providing financial planning and portfolio management services to individuals and corporations, as well as educational workshops.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Educational workshops
1
2
NY
01/05/2015 - Present
Pinnacle Investments, LLC (WILLIAMSVILLE NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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