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 financial advisor with over 20 years of experience in the industry. Kathleen is currently registered with Osaic Wealth, Inc. in California and Massachusetts. Prior to joining Osaic Wealth, Inc., Kathleen worked at a number of other financial institutions, including SAGEPOINT FINANCIAL, INC., SECURIAN FINANCIAL SERVICES, INC., and NATIONWIDE INVESTMENT SERVICES CORPORATION. Kathleen holds a Series 6, Series 7TO, Series 63, and Series 66 license. Kathleen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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