Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathe? Claim Your ProfileKathe Sorrentino Wilson is a financial advisor with over 10 years of experience in the industry. Kathe is registered with LPL Financial LLC in Verdi, Nevada. Kathe previously worked at Edward Jones, Questar Capital Corporation, and LPL Financial LLC in Reno, Nevada. Kathe holds Series 7, Series 66, and SIE licenses. Kathe provides financial advice to individuals, families, and businesses. Kathe also offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NV
12/26/2018 - Present
LPL Financial LLC (VERDI NV)
NV
05/22/2017 - 08/30/2018
LPL FINANCIAL LLC (RENO NV)
NV
06/26/2013 - 06/02/2017
QUESTAR CAPITAL CORPORATION (VERDI NV)
NV
04/14/2008 - 06/26/2013
EDWARD JONES (RENO NV)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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