Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Costas is a registered investment advisor representative with EP Wealth Advisors. Kathryn has been in the financial services industry since 2013. Kathryn is licensed in the state of California. Kathryn has a Series 66, Series 7, and a SIE license.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2020 - Present
EP Wealth Advisors (Los Angeles CA)
CA
02/22/2013 - 11/25/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
BOTH
Issued 03/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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