Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Fletcher is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kathleen is licensed in 27 states and has been in the industry since 2000. Kathleen holds a Series 7, 66, 24 and 51 licenses and is also a CERTIFIED FINANCIAL PLANNER™. Kathleen has worked in the financial services industry for over 20 years and has a history of working with both individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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
OH
02/11/2009 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
04/28/2006 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (DUBLIN OH)
OH
05/23/2001 - 05/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DUBLIN OH)
IN
03/16/2000 - 06/14/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/16/2000 - 06/14/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 11/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Fletcher is the right advisor for you? Invested Better is here to help.
