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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 Medeiros is an investment advisor representative with Kestra Advisory Services, LLC. Kathryn has been in the financial services industry since 2014, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds a Series 66 license and has also passed the Series 7, Series 9, Series 10, Series 31, and SIE exams. Kathryn provides a wide range of financial planning services to individuals and families, as well as to businesses and corporations. Kathryn is a Certified Financial Planner® and holds the designation of "Certified Financial Planner." She is a member of the board of directors for the Special Needs Support Center and Advisors in Philanthropy.
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.
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.
A percentage of the total value of assets under management is charged.
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NH
04/27/2023 - Present
Kestra Advisory Services, LLC (Hanover NH)
NH
08/21/2014 - 04/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HANOVER NH)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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