Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Slusarski is a financial professional with over 2 years of experience in the industry. Kathryn is currently registered with Charles Schwab & Co., Inc. as a registered representative in Texas. Kathryn has also previously worked with TD AMERITRADE, INC.. Kathryn is a Series 7, Series 63 and SIE licensed representative and is an expert in providing financial planning and advisory services. Kathryn has a strong track record of success in helping clients achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/01/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
01/01/2023 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 01/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kathryn Slusarski is the right advisor for you? Invested Better is here to help.
