Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Cecilia Hill has been in the financial services industry since 1998 and is currently a Registered Representative for Navy Federal Investment Services, LLC. Kathryn has held previous positions with Allstate Financial Services, LLC, Wachovia Securities, LLC, Prudential Securities Incorporated and J.C. Bradford & Co.. Kathryn holds a Series 7, Series 63, Series 65, and Series 66 license. Kathryn is also a Chartered Financial Consultant. Kathryn specializes in offering financial planning services, portfolio management for individuals and businesses and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/14/2022 - Present
Navy Federal Investment Services, LLC (PENSACOLA FL)
FL
08/27/2003 - 03/08/2013
ALLSTATE FINANCIAL SERVICES, LLC (GULF BREEZE FL)
MO
07/01/2003 - 09/03/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1998 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 08/14/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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