Katherine Dalberth (CRD# 7370076) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has 1 year of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | The Villages, FL | Jun 2020 - Current | 3 |
| Unemployed/full Time Student | Gainesville, FL | Aug 2019 - Jun 2020 | < 1 |
| Seaman Paper Company | Gardner, MA | May 2019 - Aug 2019 | < 1 |
| Unemployed/full Time Student | Gainesville, FL | Apr 2017 - May 2019 | 2 |
| Kilwins Chocolates And Ice Cream | Cary, NC | Sep 2015 - Apr 2017 | 1 |
| Student/unemployed | Cary, NC | Sep 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- FL
- GA
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
Average Account Value$381,106
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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