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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Oneill Nestlerode is an investment advisor representative with Fisher Investments, located in Chapel Hill, NC. Katie has been in the industry since January 2004 and holds licenses in both North Carolina and Texas. Katie is also a Registered Investment Advisor (RIA) in both states. Katie previously worked at Sanford C. Bernstein & Co., LLC. Katie's experience and expertise include portfolio management for individuals, businesses, and investment companies, as well as providing financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
09/15/2023 - Present
Fisher Investments (CHAPEL HILL NC)
IL
01/22/2004 - 02/08/2017
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
IA
Issued 09/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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