Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Ryan is a financial advisor who has been in the industry since 1994. Kathleen has a strong background in insurance and retirement planning. Kathleen is currently registered with Planmember Securities Corp. and has previously worked with VALIC Financial Advisors, Inc., Berthe, Fisher & Company Financial Services, Inc., Sawtooth Securities, LLC, and Lincoln Financial Advisors Corporation. Kathleen has a broad client base, including individuals, businesses, pension and profit sharing plans, and charitable organizations. Kathleen is passionate about providing sound financial advice to her clients to help them achieve their financial goals.
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.
Provides investment supervisory services
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.
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2
CA
12/15/2014 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
05/20/2009 - 12/22/2014
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
CA
01/26/2006 - 05/08/2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (TEHACHAPI CA)
ID
04/29/2005 - 01/18/2006
SAWTOOTH SECURITIES, LLC (BOISE ID)
IN
02/23/1994 - 05/04/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/23/1994 - 05/04/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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