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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 Lanelle Martin is a financial advisor with Ameriprise Financial Services, LLC. Kathryn has been working in the financial services industry since 2000. Kathryn has experience working with a wide range of clients, including individuals, families, and businesses. Kathryn is committed to providing her clients with personalized financial advice and guidance to help them 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.
Asset allocation services
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
FL
11/06/2019 - Present
Ameriprise Financial Services, LLC (JACKSONVILLE FL)
FL
11/05/2007 - 04/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
AL
03/08/2004 - 04/29/2004
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AL
07/02/2003 - 03/01/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
10/23/2001 - 03/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/24/2000 - 07/09/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
05/05/1999 - 08/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/16/1998 - 04/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
10/21/1996 - 03/15/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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