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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 Luffy Clark is a financial advisor with Kestra Advisory Services, LLC, and has been in the industry since February 22, 2008. Kathryn has a wide range of experience, having worked with firms such as LPL Financial LLC, Morgan Stanley, and PNC Investments. Kathryn currently holds Series 6, 7, 63, and 66 licenses, as well as a SIE certification. Kathryn is dedicated to providing financial planning, portfolio management for businesses and individuals, and selection of other advisors, as well as pension consulting.
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.
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
TX
05/24/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
08/01/2019 - 06/09/2022
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
01/13/2016 - 08/05/2019
MORGAN STANLEY (PITTSBURGH PA)
PA
03/25/2014 - 12/22/2015
PNC INVESTMENTS (PITTSBURGH PA)
PA
04/06/2012 - 03/21/2014
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
10/10/2006 - 12/08/2010
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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