Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Hunteman is a financial advisor with over 28 years of experience in the industry. She is currently registered with ISC Advisors, Inc. and has held previous positions at State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., CIBC World Markets Corp., Prudential Securities Incorporated, Rauscher Pierce Refsnes, Inc., and Southwest Securities, Inc. Kathryn is a Chartered Financial Consultant and has a strong background in portfolio management, financial planning, and pension consulting. Kathryn Hunteman is dedicated to providing her clients with personalized financial advice and guidance.
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.
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
TX
01/23/2017 - Present
ISC Advisors, Inc. (DALLAS TX)
IL
08/19/2008 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
05/14/2004 - 07/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NY
01/03/2003 - 05/24/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/01/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/16/1996 - 03/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
09/22/1994 - 01/29/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
01/11/1994 - 09/27/1994
SOUTHWEST SECURITIES, INC. (DALLAS TX)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 3 - National Commodity Futures Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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