Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Mae Greeneway has been working in the financial services industry since 1991. Kathryn is currently registered as a Registered Representative and Investment Adviser Representative with Raymond James Financial Services Advisors, Inc. Kathryn has worked for several firms throughout her career, including CitiCorp Investment Services, PaineWebber Incorporated, and First Dakota National Bank. Kathryn is a Certified Financial Planner and holds Series 6, 7, 9, 10, 63 and 65 licenses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (YANKTON SD)
NY
05/20/1993 - 05/13/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
11/30/1992 - 03/22/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/20/1991 - 11/12/1992
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 05/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kathryn Greeneway is the right advisor for you? Invested Better is here to help.
