Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathi? Claim Your ProfileKathi Vannorman Wilson is a financial professional with over 17 years of experience in the industry. Kathi is currently registered with First Command Brokerage Services, Inc. and has been associated with First Command since 2003. Previously, Kathi was affiliated with First Command Financial Planning, Inc. in Fort Worth, TX. Kathi holds Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) Exam. Kathi is based out of Memphis, TN.
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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2
TN
09/02/2020 - Present
First Command Brokerage Services, Inc. (MEMPHIS TN)
TN
03/28/2007 - 06/04/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (CLARKSVILLE TN)
TX
01/28/2003 - 12/31/2004
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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