Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Jabour is a financial advisor with over 38 years of experience in the industry. Kathryn is currently registered with Osaic Wealth, Inc. and holds Series 63, SIE, and Series 7 licenses. Kathryn is a Certified Financial Planner and has a proven track record of providing comprehensive financial planning and investment management services to individuals and businesses. Kathryn has a strong background in wealth management, retirement planning, and estate planning.
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
CA
09/24/2024 - Present
Osaic Wealth, Inc. (VACAVILLE CA)
CA
08/08/2006 - 06/14/2024
SECURITIES AMERICA, INC. (VACAVILLE CA)
CA
07/28/2003 - 08/24/2006
1ST GLOBAL CAPITAL CORP. (VACAVILLE CA)
NV
04/30/1991 - 07/25/2003
FINANCIAL WEST GROUP (RENO NV)
NA
10/26/1989 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NA
02/27/1987 - 11/28/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/01/1988 - 11/15/1989
CYPRESS CAPITAL CORPORATION
NA
07/13/1988 - 10/31/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
09/14/1984 - 12/23/1985
BNL SECURITIES INC.
NA
01/09/1984 - 04/25/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
NA
02/25/1983 - 04/11/1983
SUTRO & CO. INCORPORATED
NA
10/20/1982 - 02/17/1983
STRUCTURED SHELTERS SECURITIES, INC.
BC
Issued 02/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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