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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 Brinkman is a financial advisor with over 10 years of experience in the financial services industry. Kathryn is currently registered with Morgan Stanley, where she offers a range of services, including financial planning, portfolio management, and pension consulting. Kathryn has a proven track record of success in helping clients achieve their financial goals. Prior to joining Morgan Stanley, Kathryn was a financial advisor with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kathryn is committed to providing her clients with personalized service and tailored advice. Kathryn is a graduate of the University of Florida and holds the Series 7, 63, and 65 licenses. Kathryn is also a registered representative of FINRA. Kathryn is dedicated to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/27/2022 - Present
Morgan Stanley (Jacksonville FL)
FL
03/28/2017 - 05/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
08/26/2011 - 03/21/2017
FIDELITY BROKERAGE SERVICES LLC (ALPHARETTA GA)
IA
Issued 09/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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