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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 Jefferson Pruitt is an Investment Advisor Representative at Heartwood Wealth Advisors, LLC. She is licensed to provide investment advice in Virginia. Kathryn has over 18 years of experience in the financial services industry. Her previous experience includes roles at Wells Fargo Advisors Financial Network, LLC, NYLIFE Distributors LLC, Davenport & Company LLC, and Legg Mason Wood Walker, Incorporated. Kathryn has passed the Series 63, Series 65, Series 66, Series 7, and Series 31 exams.
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.
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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VA
07/30/2024 - Present
Heartwood Wealth Advisors, LLC (RICHMOND VA)
VA
07/11/2016 - 01/02/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
VA
07/03/2014 - 07/05/2016
NYLIFE DISTRIBUTORS LLC (RICHMOND VA)
VA
08/15/2005 - 01/19/2007
DAVENPORT & COMPANY LLC (RICHMOND VA)
MD
03/25/2004 - 08/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 07/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
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