Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Danielle Gillette is a financial advisor who has been in the industry since April 2009. Kathryn is currently registered with Cambridge Investment Research Advisors, Inc. Kathryn holds the Series 7, Series 66 and SIE securities licenses and has a Certified Financial Planner designation. Kathryn has a history of working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth individuals. In addition to the services offered by Cambridge Investment Research Advisors, Inc., Kathryn offers specialized financial planning services.
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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
01/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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