Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Diduch is a financial professional with over 30 years of experience in the financial services industry. Kathryn holds Series 6, 62, and 63 licenses, as well as the SIE certification. She has been registered with Lincoln Investment since 2002, and also holds a registration with Capital Analysts. Kathryn has a long and varied career in the financial services industry. Her prior roles include positions with Investors Brokerage Services, Inc. and First American National Securities, Inc. Kathryn's specialization is in providing financial planning, portfolio management and selection of other advisors for both individuals and businesses. She is a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/03/2002 - Present
Lincoln Investment (Fort Washington PA)
IL
11/20/1989 - 08/09/1993
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
09/10/1986 - 12/11/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 09/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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