Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Deitemyer is an experienced financial advisor, with over 30 years of experience in the industry. Kathryn is currently registered with RBC Capital Markets, LLC and is based in Rockville, MD. Previously Kathryn was registered with WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., FERRIS, BAKER WATTS INCORPORATED, NATIONSSECURITIES, NATIONSBANC SECURITIES, INC., NATIONSBANC CAPITAL MARKETS, INC., and SOVRAN INVESTMENT CORPORATION. Kathryn holds a Series 63, SIE, and Series 7 licenses. Kathryn has been providing financial advice to individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MD
04/05/2016 - Present
RBC Capital Markets, LLC (ROCKVILLE MD)
VA
05/02/2006 - 03/29/2016
WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)
NJ
09/08/2000 - 09/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MD
05/21/1996 - 01/29/2001
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
08/03/1993 - 05/10/1996
NATIONSSECURITIES
MA
04/07/1992 - 03/06/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/01/1992 - 04/06/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
08/14/1991 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
NA
01/23/1990 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
BC
Issued 08/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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