Katherine HandleyCRD Number: 6126367
Current Firm: Kawa Capital Management, Inc.
Katherine Handley (CRD# 6126367) is an Investment Advisor Representative working at Kawa Capital Management, Inc. in Aventura, FL and has over 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Kawa Capital Management, Inc.||Miami Beach, FL||Sep 2010 - Current||6|
|Holiday Inn||Sioux Center, IA||Apr 2010 - Jul 2010||< 1|
|Albee Adventures||San Jose,||Mar 2009 - Mar 2010||1|
|Albee Adventures||San Jose,||Sep 2008 - Nov 2008||< 1|
|Reuben's||Montreal,||Aug 2007 - Sep 2008||1|
|Primus Immigration Experts||Montreal,||Mar 2008 - Jul 2008||< 1|
|Student||Montreal,||Aug 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management599MILLIONS
Total Number of Accounts23ACCOUNTS
Average Account Value$26,053,525
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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