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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 Ramos is a financial advisor with Osaic Wealth, Inc. located in Jupiter, FL. Kathryn has been in the industry since 2014 and has held previous positions at SagePoint Financial, Inc., LPL Financial LLC, SII Investments, Inc. and Invest Financial Corporation. Kathryn is licensed in Florida and holds a Series 66, Series 7 and SIE license. Kathryn's specialties include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors and Portfolio Management. Kathryn is a financial advisor who can help you achieve your financial goals.
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.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (JUPITER FL)
FL
01/29/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (JUPITER FL)
FL
12/11/2017 - 01/25/2021
LPL FINANCIAL LLC (JUPITER FL)
FL
10/05/2015 - 12/08/2017
SII INVESTMENTS, INC. (JUPITER FL)
NJ
01/16/2013 - 12/09/2013
INVEST FINANCIAL CORPORATION (BASKING RIDGE NJ)
NJ
06/04/2012 - 01/30/2013
AFFINITY INVESTMENT SERVICES, LLC (BASKING RIDGE NJ)
BOTH
Issued 07/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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