Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Harrison is a financial professional with over 30 years of experience in the industry. Kathryn is currently registered with Osaic Wealth, Inc. and has held previous positions at several reputable firms including J.P. Morgan Securities LLC and First Republic Securities Company, LLC. Kathryn offers a range of services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Kathryn is dedicated to helping 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.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
05/17/2024 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
CA
09/29/2023 - 04/26/2024
J.P. MORGAN SECURITIES LLC (Palo Alto CA)
CA
08/31/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
03/01/2011 - 09/27/2021
M HOLDINGS SECURITIES, INC. (SAN FRANCISCO CA)
CA
10/16/2014 - 01/31/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
09/02/2008 - 03/01/2011
EMERSON EQUITY LLC (CARMEL CA)
CA
11/01/2004 - 09/19/2008
NFP SECURITIES, INC. (CARMEL CA)
OH
11/10/1997 - 11/04/2004
VALMARK SECURITIES, INC. (AKRON OH)
CA
12/14/2000 - 08/16/2001
BPMG INVESTMENTS & INSURANCE LLC (SAN FRANCISCO CA)
NA
10/17/1997 - 11/10/1997
VALMARK SECURITIES, INC.
CA
04/17/1997 - 10/27/1997
FINANCIAL TELESIS INC (SAN RAFAEL CA)
PA
03/24/1992 - 05/10/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CA
01/20/1992 - 08/14/1992
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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