Unclaimed
Kathryn Anne Cinder is a financial advisor with Edward Jones. Kathryn has been in the financial services industry since September 2011. Kathryn has a Series 66 license and has passed the Series 7TO and SIE exams. She is registered in 25 states. Kathryn specializes in helping clients with financial planning, pension consulting, and portfolio management. Kathryn has over 10 years of experience in the financial services industry and is committed to providing her clients with personalized service.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
VT
08/23/2022 - Present
Edward Jones (SOUTH BURLINGTON VT)
BOTH
Issued 08/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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