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Kathryn Kutnyak is a financial advisor registered with Cetera Investment Advisers LLC. Kathryn has been in the financial industry for over 5 years and has experience working with individuals, families, businesses, and charitable organizations. Kathryn is dedicated to helping clients achieve their financial goals through personalized financial planning and portfolio management. She holds a Series 7 and Series 66 license, along with the SIE exam. In addition to her work with Cetera Investment Advisers, Kathryn also has experience working with Securian Financial Services, Inc., where she was previously registered.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
07/26/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Phoenix AZ)
BOTH
Issued 10/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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