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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Zimmerman is a financial advisor with Osaic Wealth, Inc., a firm specializing in retirement planning and investment management. Kathryn has been in the financial services industry since 2002 and holds both Series 7 and Series 66 licenses. Kathryn provides financial planning and portfolio management services to individuals, families, and businesses. Kathryn is also a retirement plan educator and helps clients with their retirement savings plans. Kathryn has a strong commitment to helping her clients 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.
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
NH
10/17/2023 - Present
Osaic Wealth, Inc. (SALEM NH)
RI
02/21/2018 - 08/04/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Smithfield RI)
RI
01/23/2014 - 04/29/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PROVIDENCE RI)
MA
09/23/2009 - 10/29/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
07/07/2006 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MN
12/13/2002 - 01/12/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
RI
11/15/2000 - 09/07/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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