Katherine
Morris
Planmember Securities Corporation
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About this Advisor
Katherine Morris is a financial advisor based in Naperville, Illinois, working with Planmember Securities Corporation. Katherine has previously held positions at Ms Business Services, Planmember Securities Corporation, Oswego Police Pension Board, and Veritrust Wealth Management. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Katherine is part of Planmember Securities Corporation, which operates out of Naperville, Illinois. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Katherine Morris Work History
Planmember Securities Corporation
Veritrust Wealth Management
Ms Business Services
Oswego Police Pension Board
Disclosures
Please visit the SEC profile of Katherine Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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