Katherine Willis

from Cerity Partners Retirement Plan Advisors
SEC regulated
Regulated Investment Advisor
Katherine Willis is a financial advisor based in New York, New York, with 34 years of experience. Katherine currently works for Cerity Partners Retirement Plan Advisors. Katherine maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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 Willis works at Cerity Partners Retirement Plan Advisors
Cerity Partners Retirement Plan Advisors is a financial advisory firm based in New York, New York. It currently has approximately $1,779,333,184 of assets under management and employs about 58 people. Cerity Partners Retirement Plan Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
19 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
99 Park Avenue, 16th Floor, New York, New York, 10016

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