Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katheryne? Claim Your ProfileKatheryne Kristina McMillan is a financial advisor registered with Osaic Wealth, Inc. in Washington and California. Katheryne McMillan has been in the financial services industry since June 12, 1997. Prior to joining Osaic Wealth, Inc., Katheryne McMillan worked at Securities America, Inc. and Brecek & Young Advisors, Inc. Katheryne McMillan holds Series 6, 63 and 65 licenses. Katheryne McMillan specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.
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.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (SHELTON WA)
WA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SHELTON WA)
WA
03/20/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TACOMA WA)
IL
06/24/1998 - 03/15/2001
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
GA
11/20/1997 - 06/01/1998
WMA SECURITIES, INC. (DULUTH GA)
NJ
11/13/1995 - 04/10/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
KS
09/27/1995 - 11/01/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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