Unclaimed
Kathryn Jane Ward is a registered representative with Perella Weinberg Partners LP and Tudor, Pickering, Holt & Co. Securities, LLC. Kathryn Ward holds a Series 79, Series 63 and SIE license and is registered in New York, Colorado and Texas. Kathryn Ward has over 4 years of experience in the financial services industry. Kathryn Ward was previously employed by Tudor Pickering Holt & Co Advisors LP in Denver, CO.
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.
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.
1
2
NY
01/04/2021 - Present
Perella Weinberg Partners LP (NEW YORK NY)
CO
08/15/2018 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (Denver CO)
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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