Unclaimed
Kathryn Boisvert is an advisor at Apex Clearing Corp. Kathryn is a registered representative and has been in the financial services industry since May 2012. Kathryn has passed the Securities Industry Essentials Exam and the Operations Professional Examination. Kathryn is located in Dallas, TX and has been with Apex Clearing Corp. since June 2012.
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.
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.
1
2
TX
06/14/2012 - Present
Apex Clearing Corp. (DALLAS TX)
TX
05/08/2012 - 08/01/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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