Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Macleay Crespo is a financial advisor currently registered with FTP Securities LLC in San Francisco, CA. Kathryn has been in the industry since 2005, and holds the Series 7, SIE and Series 79TO licenses. Prior to joining FTP Securities LLC, Kathryn was with RAYMOND JAMES & ASSOCIATES, INC. in Boston, MA. Kathryn previously worked for Lane, Berry & Co. International, LLC, and First Albany Capital Inc.
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.
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.
1
2
CA
07/05/2018 - Present
FTP Securities LLC (SAN FRANCISCO CA)
MA
05/26/2009 - 06/19/2018
RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)
FL
10/26/2006 - 12/31/2010
LANE, BERRY & CO. INTERNATIONAL, LLC (ST. PETERSBURG FL)
NY
05/30/2003 - 07/23/2004
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
BC
Issued 07/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathryn Crespo is the right advisor for you? Invested Better is here to help.
