Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Lichty is a financial advisor with Osaic Wealth, Inc. based in PORTLAND, OR. Kathryn has been in the financial industry since 2008 and has a wide range of experience providing financial advice to individuals, families, and businesses. Kathryn holds a variety of licenses and certifications, including Series 6, 7, 24, 51, 63, and 66. Kathryn is also the President of Resource Financial Planning, Inc. Kathryn is dedicated 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.
1
2
OR
06/08/2012 - Present
Osaic Wealth, Inc. (PORTLAND OR)
NA
05/01/1991 - 02/23/1994
MARKETING ONE SECURITIES, INC.
BOTH
Issued 05/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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