Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Kennedy is a financial advisor who has been in the industry since 2000. Katherine is currently registered with Osaic Wealth, Inc. in Blanco, Texas, and has been with the firm since 2016. Katherine has previously worked with First Independent Financial Services, Inc., WFG Investments, Inc., and Pro-Integrity Securities, Inc. Katherine is a Certified Financial Planner, and holds the Series 6, Series 62, Series 63 and Series 65 licenses. Katherine is a dedicated professional with a proven track record of success in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
05/02/2016 - Present
Osaic Wealth, Inc. (BLANCO TX)
OK
08/03/2009 - 11/11/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
TX
01/03/2005 - 08/03/2009
WFG INVESTMENTS, INC. (PLANO TX)
TX
05/19/2000 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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