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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 Kirchner is a financial advisor in SAN DIEGO, CA. Kathryn Kirchner has been in the industry since 2012 and is currently registered with LPL Financial LLC. Kathryn Kirchner is a licensed professional and is Series 6, Series 7, Series 66, Series 99TO and SIE certified. Kathryn Kirchner has been associated with LPL FINANCIAL in SAN DIEGO, CA since 09/2007. Kathryn Kirchner specializes in portfolio management for individuals and businesses. Kathryn Kirchner offers a range of financial planning 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.
Consulting and other non-discretionary advisory services
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.
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2
CA
10/20/2016 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 10/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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