Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Christensen is a financial advisor at Osaic Wealth, Inc. in Folsom, California. Kathryn has over 15 years of experience in the financial services industry. She has a Series 6, Series 63, and Series 65 licenses. Kathryn has worked with a number of firms including Securities America, Inc. and Questar Capital Corporation. Kathryn is also a registered representative with Securities America Advisors. Kathryn is a skilled professional with a passion for 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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
06/01/2016 - 06/14/2024
SECURITIES AMERICA, INC. (FOLSOM CA)
CA
09/17/2012 - 03/20/2015
QUESTAR CAPITAL CORPORATION (ROSEVILLE CA)
CA
04/07/2008 - 09/27/2012
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
IA
Issued 06/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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