Invested Better
Unclaimed

Unclaimed

Unclaimed

Kathleen Ann Waterbury

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kathleen? Claim Your Profile

About Kathleen Ann Waterbury

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.

Firm Information

Kathleen Waterbury is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kathleen Waterbury’s Registration & Firm History

AK

06/06/2008 - Present

Allstate Financial Services, LLC (Soldotna AK)

IL

03/07/1996 - 11/10/1999

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

Not sure if Kathleen Ann Waterbury is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Ann Waterbury.
Not sure if Kathleen Ann Waterbury is right for you?