Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Vunic is a financial advisor with Cetera Investment Advisers LLC. Kathryn has been in the financial services industry since 2006 and has a wealth of experience in helping clients achieve their financial goals. She is registered with the state of New York as a Registered Representative and Investment Advisor Representative. Kathryn is also registered with the state of Texas as an Investment Advisor Representative. She is committed to providing her clients with personalized financial advice that is tailored to their specific needs. Kathryn has previously been employed with Hornor, Townsend & Kent, Inc., and AXA Advisors, LLC. She holds Series 7 and Series 66 licenses, along with the SIE exam. Kathryn is a highly motivated and results-oriented individual with a strong commitment to client service. She is passionate about helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
1
2
NY
02/02/2024 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
10/07/2011 - 02/19/2015
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NY
02/27/2006 - 10/17/2011
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 3/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathryn Vunic is the right advisor for you? Invested Better is here to help.
