Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Cullen-huebschen is a financial professional with over 15 years of experience in the industry. Kathryn currently works with Blackrock Investment Management, LLC, and has previously held positions at CHARLES SCHWAB & CO., INC., SINCERE & CO., LLC and WIPFLI FINANCIAL ADVISORS. Kathryn holds the Series 63, Series 66, Series 7, Series 7TO, Series 9, Series 10 and SIE licenses. Kathryn is also a volunteer Director for Brighter Children and a member of the CFP Board's Workforce Development Advisory Group.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
06/04/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MN
01/10/2007 - 02/10/2010
CHARLES SCHWAB & CO., INC. (MINNEAPOLIS MN)
MA
03/28/2005 - 10/19/2006
SINCERE & CO., LLC (HOLLISOTN MA)
TX
02/10/1998 - 11/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathryn Cullen-huebschen is the right advisor for you? Invested Better is here to help.
