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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 Lester is a financial advisor associated with Axxcess Wealth Management, LLC in Charleston, WV. Kathryn has over 25 years of experience in the financial services industry. Kathryn is a registered representative in West Virginia and Texas. Kathryn holds FINRA Series 7, 31 and SIE licenses as well as the Uniform Combined State Law Examination (Series 66).
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/14/2023 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
WV
10/18/2019 - 03/01/2023
ROBERT W. BAIRD & CO. INCORPORATED (CHARLESTON WV)
WV
06/22/2012 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (CHARLESTON WV)
WV
09/17/2004 - 07/06/2012
SCOTT & STRINGFELLOW, LLC (CHARLESTON WV)
MO
10/01/1999 - 10/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/31/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 09/30/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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