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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 Gordon is a financial advisor at Fidelity Personal And Workplace Advisors. Kathryn has been in the financial industry for over 7 years, working at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hornor, Townsend & Kent, LLC. Kathryn is licensed to provide financial advice in 53 states and is a registered representative with FINRA. Kathryn is qualified to provide financial planning, educational seminars, and portfolio management services for both 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.
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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KY
12/14/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MD
11/17/2020 - 10/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
12/02/2019 - 06/15/2020
HORNOR, TOWNSEND & KENT, LLC (HUNT VALLEY MD)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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