Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Balcita Jucar is a registered investment advisor representative with Osaic Wealth, Inc. Kathleen has been in the industry since 2002 and holds Series 6, 7, 63, and 66 licenses. Kathleen has worked with a variety of firms, including Securian Financial Services, Inc., Nationwide Investment Services Corporation, and Pacific Select Distributors, Inc. Kathleen specializes in providing financial planning and portfolio management for individuals, businesses, and pension plans.
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
MA
06/18/2024 - Present
Osaic Wealth, Inc. (MARLBOROUGH MA)
CA
06/14/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CALABASAS CA)
MN
07/10/2018 - 04/07/2021
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
01/03/2006 - 01/03/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
03/22/2004 - 01/09/2006
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
08/01/2001 - 10/04/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TN
08/02/2001 - 06/21/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
AZ
07/31/2000 - 03/03/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/17/2000 - 08/16/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 4/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/8/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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