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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 Martin is an investment advisor representative, currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania. Kathryn has been in the industry since 2020 and has experience working with various firms such as Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kathryn holds the Series 66, Series 7TO, and SIE licenses. She is a registered investment advisor in Pennsylvania and Delaware and offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/30/2023 - Present
Cambridge Investment Research Advisors, Inc. (Camp Hil PA)
PA
01/31/2023 - 09/12/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mechanicsburg PA)
PA
03/09/2020 - 12/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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