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Katherine Bowes
from Claro Advisors, LLC
Katherine Bowes is a financial advisor based in Massachusetts, Boston,
with 30 years of experience. Katherine currently works for
Claro Advisors, LLC.
Katherine maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Katherine Bowes works at Claro Advisors, LLC
Claro Advisors, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $734,362,444 of assets under management and employs about 22 people. Claro Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 High Street, Suite 950, Boston, Massachusetts, 2110
Advisor can help with
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