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Kate Brunori

Lincoln Financial Distributors, Inc.

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About Kate Brunori

Kate Brunori is a financial professional with over 5 years of experience in the industry. Kate is registered with Lincoln Financial Distributors, Inc. in Pennsylvania and North Carolina. Kate holds Series 6, Series 63 and SIE licenses. Kate is located in Radnor, Pennsylvania.

Firm Information

Kate Brunori is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kate Brunori’s Registration & Firm History

PA

05/02/2017 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

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Licenses & Designations

BC

Issued 05/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kate Brunori.
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