Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Leischer is a financial professional with over 14 years of experience in the industry. Kathryn is currently registered with Charles Schwab & Co., Inc. in Orlando, FL. Kathryn holds Series 7, 9, 10, and 63 licenses and the SIE designation. Kathryn specializes in offering Financial Planning and Portfolio Management services to a variety of clients.
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
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2
FL
06/26/2008 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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