Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathren? Claim Your ProfileKathren Wills is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Kathren has been in the securities industry since March 16, 2009. Kathren holds Series 66, SIE and Series 7 securities licenses and is registered with FINRA. Kathren is also registered with the state of Washington, as well as 16 other states. Kathren has previously worked for KEY INVESTMENT SERVICES LLC, CHASE INVESTMENT SERVICES CORP and EDWARD JONES. Kathren's current branch location is 15255 NE 40TH STREET, MICROSOFT CAMPUS, REDMOND, WA, 98052.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
09/20/2012 - Present
Raymond James Financial Services Advisors, Inc. (REDMOND WA)
WA
11/08/2010 - 09/05/2012
KEY INVESTMENT SERVICES LLC (BELLEVUE WA)
WA
10/19/2010 - 10/27/2010
CHASE INVESTMENT SERVICES CORP. (SAMMAMISH WA)
WA
02/03/2009 - 09/29/2010
EDWARD JONES (BELLEVUE WA)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathren Wills is the right advisor for you? Invested Better is here to help.
