Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Bartosiak is a financial professional with over 15 years of experience in the industry. Katherine is currently registered with Global Atlantic Distributors, LLC and holds a Series 6 and Series 63 license. Katherine previously worked at VOYA FINANCIAL ADVISORS, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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.
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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CT
12/02/2019 - Present
Global Atlantic Distributors, LLC (HARTFORD CT)
CT
12/18/2013 - 08/07/2018
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
07/28/2008 - 09/18/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
03/22/2005 - 06/14/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
03/22/2005 - 06/14/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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