Unclaimed
Kathleen Waterbury is a financial professional with over 20 years of experience in the industry. She has been registered with the Securities and Exchange Commission since June 6, 2008. Kathleen is currently registered with Allstate Financial Services, LLC. Her primary office is located in Soldotna, Alaska. Prior to joining Allstate Financial Services, LLC, Kathleen worked at Horace Mann Investors Inc. She has a strong background in investment company products and variable contracts. Kathleen is dedicated to providing her clients with personalized financial advice and guidance.
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
AK
06/06/2008 - Present
Allstate Financial Services, LLC (Soldotna AK)
IL
03/07/1996 - 11/10/1999
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BC
Issued 10/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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