Katherine Oven (CRD# 2834997) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Moosic, PA and has over 6 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kevin Palmiter | Moosic, PA | Apr 2021 - Current | 3 |
| Northwestern Mutual Investment Services LLC | Moosic, PA | Apr 2021 - Current | 3 |
| Kevin R Palmiter | Moosic, PA | Oct 2020 - Apr 2021 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Mar 2018 - Sep 2020 | 2 |
| Dende Financial Planning | Clarks Summit, PA | Nov 2013 - Sep 2020 | 6 |
| Ameritas | Lincoln, NE | Jan 2014 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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