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Katherine Estes is a financial advisor professional located in Medfield, MA. They specialize in financial advisory. With over 9 years of experience, they bring deep expertise to every client.
Katherine Estes - Fidelity Brokerage Services Llc holds an active professional license (FINRA CRD) for your protection.
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Katherine Estes operates as a financial advisor through Fidelity Brokerage Services LLC in Medfield, Massachusetts. With 9 years of experience in the financial advisory field, Estes brings established tenure to client relationships. The business is registered under FINRA CRD License #6702363, which governs securities-related advisory activities. Clients seeking financial guidance can connect with Estes to discuss their investment and financial planning needs.
Katherine Estes holds a FINRA CRD license, which is the registration credential for securities professionals overseen by the Financial Industry Regulatory Authority. This license type indicates that the advisor is registered to conduct securities-related business and is subject to FINRA's regulatory and compliance standards. The CRD system maintains records of the advisor's registration status, employment history, and disciplinary information, providing transparency about their standing in the industry. This registration is essential for anyone offering investment advice or managing securities accounts.