Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Robinson has over 25 years of experience in the financial services industry. Kathryn is a Registered Representative and an Investment Advisor Representative with Charles Schwab & Co., Inc. Prior to joining Charles Schwab, Kathryn was a Registered Representative with Putnam Mutual Funds Corp., Robert W. Baird & Co. Incorporated, and Nike Securities L.P. Kathryn has a wide range of experience in providing investment advice and financial planning services to individuals, families, and small businesses. Kathryn has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals. Kathryn is committed to providing her clients with personalized service and helping them achieve their financial goals. Kathryn is a Series 6, Series 7, Series 9, Series 10, and Series 63 licensed professional. Kathryn is currently located in Boca Raton, FL.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
10/17/2006 - Present
Charles Schwab & CO., Inc. (Boca Raton FL)
TX
05/10/2000 - 02/07/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
07/22/1999 - 01/14/2000
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
WI
08/04/1998 - 04/30/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
TX
01/28/1998 - 06/08/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
05/19/1995 - 09/20/1997
NIKE SECURITIES L.P. (WHEATON IL)
TX
12/22/1993 - 05/02/1995
VAN KAMPEN/AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kathryn Robinson is the right advisor for you? Invested Better is here to help.
