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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 Lizotte is a financial advisor at Western Wealth Management LLC. Kathryn has been in the industry since 2011 and is licensed to provide investment advice in multiple states. She holds the Series 66, Series 7, Series 24, and SIE licenses. Kathryn also holds the Certified Financial Planner and Chartered Financial Analyst designations. Kathryn is committed to helping clients achieve their financial goals, whether it is planning for retirement, saving for college, or managing investments. Kathryn provides financial planning, investment management, and pension consulting services to her clients.
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
CO
10/16/2023 - Present
Western Wealth Management LLC (Edwards CO)
CO
11/30/2016 - 09/22/2017
TCADVISORS NETWORK INC. (CENTENNIAL CO)
CO
10/09/2012 - 08/26/2016
JANUS DISTRIBUTORS LLC (DENVER CO)
CA
09/29/2010 - 10/08/2012
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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