Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Colvin is a financial advisor with Lincoln Financial Distributors, Inc. Kathryn has been in the financial industry since 1995 and is registered to offer securities in Pennsylvania. Kathryn has earned the Series 6, 63, and SIE licenses, and has also passed the Uniform Investment Adviser Law Examination (Series 65).
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
PA
06/18/2010 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
12/06/2002 - 05/24/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
12/20/1999 - 12/11/2002
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
06/09/1995 - 11/19/1999
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 09/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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