Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Alethe Hall is a financial advisor with over 18 years of experience in the industry. Kathryn is currently registered with J.P. Morgan Securities LLC in Florida and Texas. Kathryn has previously worked with several other firms including International Assets Advisory, LLC, SunTrust Investment Services, Inc., First Union Brokerage Services, Inc., Florida National Investment Services, Inc., Interstate Securities Corporation, Johnson, Lane, Space, Smith & Co., Inc., and Paine Webber Incorporated. Kathryn holds a Series 7, Series 6, Series 63, and Series 66 licenses. Kathryn specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/16/2022 - Present
J.p. Morgan Securities LLC (Ponte Vedra Beach FL)
FL
04/17/2009 - 07/06/2011
INTERNATIONAL ASSETS ADVISORY, LLC (PONTE VEDRA BEACH FL)
FL
09/08/2000 - 04/25/2007
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
NC
03/08/1994 - 07/11/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
11/17/1988 - 05/25/1990
FLORIDA NATIONAL INVESTMENT SERVICES, INC.
NA
10/14/1988 - 10/31/1988
INTERSTATE SECURITIES CORPORATION
NA
09/19/1988 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
10/21/1987 - 08/17/1988
PAINEWEBBER INCORPORATED
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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