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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 Gardner Wagner is a financial professional with over 30 years of experience in the industry. Kathryn is currently a Registered Representative with Osaic Wealth, Inc. and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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
MA
04/18/2024 - Present
Osaic Wealth, Inc. (ANDOVER MA)
RI
10/19/1994 - 09/06/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
10/25/1990 - 10/18/1994
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
03/30/1989 - 10/24/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 07/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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