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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 Pagh is a financial advisor with LPL Financial LLC. Kathryn has been in the industry since 2014. Kathryn has Series 7 and Series 66 licenses, as well as the SIE exam. Kathryn has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Kathryn is committed to providing her clients with personalized financial advice and investment management services. In addition to her work with LPL Financial LLC, Kathryn is also a licensed real estate agent.
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.
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WA
01/25/2024 - Present
LPL Financial LLC (SEATTLE WA)
WA
10/03/2016 - 01/25/2024
CETERA ADVISORS LLC (SEATTLE WA)
WA
09/11/2014 - 10/03/2016
INVESTORS CAPITAL CORP. (SEATTLE WA)
BOTH
Issued 09/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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