Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Kathryn Delmain is an active Registered Representative and Investment Advisor Representative with &partners. J Kathryn Delmain has worked in the securities industry for over 20 years and has held several previous positions at reputable firms, including UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. J Kathryn Delmain is licensed to provide investment advice and services in multiple states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/23/2024 - Present
&partners (Clayton MO)
MO
12/13/2013 - 09/03/2024
UBS FINANCIAL SERVICES INC. (CHESTERFIELD MO)
MO
07/09/2004 - 12/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MO
01/07/2004 - 07/13/2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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