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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 Addison is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. She has been in the industry since October 2008. Kathryn has passed both the Series 6 and SIE exams. Kathryn Addison is also an owner of Brian and Kathryn Addison and an advisory representative for Cambridge Investment Research, Inc. Kathryn Addison has specialized experience in working with individuals, high net worth individuals, pension and profit-sharing plans, and state or municipal government entities. Cambridge Investment Research Advisors, Inc. provides a variety of financial services including financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and market timing 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
OH
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
10/02/2008 - 08/20/2024
OSAIC FA, INC. (WESTLAKE OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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