Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Beaumont Palermo is a financial professional with over 6 years of experience in the industry. Kathryn is currently registered with State Street Global Markets, LLC. Prior to that, Kathryn worked at National Financial Services LLC and Fidelity Brokerage Services LLC. Kathryn holds the Series 7, Series 24, Series 57TO, and SIE licenses. Kathryn is licensed in 53 states and the District of Columbia.
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.
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.
1
2
MA
08/20/2019 - Present
State Street Global Markets, LLC (BOSTON MA)
MA
11/21/2012 - 10/10/2018
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
03/17/2015 - 11/07/2017
FIDELITY BROKERAGE SERVICES LLC (NEW YORK CITY NY)
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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