Katherine Tobie (CRD# 7328893) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 6826987
J.p. Morgan Securities LLC
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Group Advisors, LLC | Westwood, NJ | Aug 2021 - Current | 2 |
| Lpl Financial LLC | Westwood, NJ | Feb 2021 - Current | 3 |
| The Fortis Agency | Holmdel, NJ | Sep 2020 - Current | 3 |
| East Stroudsburg University | East Stroudsburg, PA | Aug 2019 - Aug 2020 | 1 |
| New Jersey Basketball Academy | Verona, NJ | Jun 2019 - Aug 2019 | < 1 |
| Long Island University- Brooklyn | Brooklyn, NY | Aug 2018 - May 2019 | < 1 |
| New Jersey Basketball Academy | Verona, NJ | Jun 2018 - Aug 2018 | < 1 |
| Montclair State University | Montclair, NJ | Aug 2014 - May 2018 | 3 |
| Roselle Catholic High School | Roselle, NJ | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- NJ
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Total Assets Under Management783MILLIONS
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Total Number of Accounts3,948ACCOUNTS
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Average Account Value$198,412
- A percentage of assets under your management
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