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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 Mary Hill is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Kathryn Hill has been in the securities industry for 7 years and has held licenses in New Hampshire and Texas. Kathryn Hill is also licensed as a Registered Representative with Fidelity Brokerage Services LLC. Kathryn Hill has passed the Series 63, Series 65 and Series 7 exams. Kathryn Hill is a Registered Representative with FINRA and an Investment Advisor Representative with the State of New Hampshire and Texas. Kathryn Hill's firm, Fidelity Personal and Workplace Advisors, is a large financial services firm with over $1 trillion in assets under management. Fidelity Personal and Workplace Advisors provides financial planning, portfolio management, educational seminars and selection of other advisors.
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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IA
Issued 05/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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