Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Driscoll Reasor is an active investment advisor representative registered in Missouri and California. Kathleen has been active in the securities industry since November 3, 2004. Kathleen is currently employed by Stifel, Nicolaus & Company, Inc., and previously worked at LPL FINANCIAL CORPORATION, WACHOVIA SECURITIES, LLC, and A. G. EDWARDS & SONS, INC..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/24/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
SC
03/03/2008 - 03/26/2009
LPL FINANCIAL CORPORATION (FORT MILL SC)
MO
01/01/2008 - 02/08/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/04/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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