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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 Messick is a financial advisor with LPL Financial LLC. Kathryn has been in the industry since August 25, 2003. Kathryn specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and other advisory services. Kathryn has been registered with the state of Maryland since May 30, 2019 and with the state of Florida since July 1, 2022. Kathryn has also held previous positions with Ameriprise Financial Services, Inc., Wells Fargo Advisors, Morgan Stanley Smith Barney, VSR Financial Services, Inc., and Citigroup Global Markets Inc. Kathryn is committed to helping 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/30/2019 - Present
LPL Financial LLC (ST PETERSBURG FL)
MD
10/30/2018 - 05/30/2019
KESTRA INVESTMENT SERVICES, LLC (BALTIMORE MD)
MD
11/17/2015 - 10/24/2018
AMERIPRISE FINANCIAL SERVICES, INC. (TIMONIUM MD)
MD
05/10/2012 - 11/11/2015
WELLS FARGO ADVISORS, LLC (TOWSON MD)
HI
02/22/2010 - 03/30/2011
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
08/31/2009 - 02/08/2010
VSR FINANCIAL SERVICES, INC. (KAPOLEI HI)
HI
10/01/2002 - 12/31/2008
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
NY
10/24/2001 - 09/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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