Katherine MarkowskiCRD Number: 5980107
Current Firm: Sagepoint Financial, Inc.
Katherine Markowski (CRD# 5980107) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Pittsburgh, PA and has over 5 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Sagepoint Financial||Mt. Lebanon, PA||Sep 2011 - Current||6|
|Watermark Financial||Pittsburgh, PA||Sep 2011 - Current||6|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2005 - Sep 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops