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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 Lea Jacobs is a financial advisor with over 20 years of experience in the industry. Kathryn is registered with Ameriprise Financial Services, LLC and holds Series 63, Series 7 and SIE licenses. Kathryn is also a registered Investment Advisor in Wisconsin and Texas. Kathryn's prior experience includes working at IDS Life Insurance Company and Citigroup Global Markets Inc. Kathryn has a broad range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, charitable organizations, and pension plans. Kathryn is committed to providing personalized financial advice to help 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.
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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WI
11/08/2004 - Present
Ameriprise Financial Services, LLC (WISCONSIN RAPIDS WI)
MN
11/08/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/07/2003 - 08/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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