Katherine Knutsen

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → 03/2018
  Goldman Capital Management, Inc.
  New York, NY
• 04/2018 → 11/2018
  Unemployed
  Florham Park, NJ
• 12/2018 → Present
  Ubs Financial Services Inc.
  Florham Park, NJ

Other Businesses

1) Name of Business: Weichert Referral Associates./ Address: 1625 Route 10 East, Morris Plains, NJNew Jersey, United States07950./ Investment Related: No./ Nature: Real Estate sales./ Role: affiliated for the sole purpose of keeping real estate license active, not engaging in any real estate business whatsoever, not referrals, not sales, nothing, just wanted to "park" the license./ Duty: I will not be performing any duties./ Start Date: 3/17/2023./ Hours Devoted: No./ Time Required: N/A.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11
• S63 Uniform Securities Agent State Law Examination
  1998-08-07

Other Names

• Kelle Knutsen
• Katherine E Knutsen
• Katherine Ellen Knutsen
• Katherine Knutsen Berkeley
• Kelle Berkeley
• Kelle Nahas
• Katherine K Nahas
• Katherine Knutsen Nahas
• Katherine Nahas