Unclaimed
Kathryn Mary Walsh is a financial professional with over 7 years of experience in the industry. Kathryn is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Prior to this, Kathryn was registered with Ameritas Investment Corp. in Pennsylvania. Kathryn holds the Series 6, Series 63, and SIE 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.
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
08/19/2015 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
06/12/2015 - 08/04/2015
AMERITAS INVESTMENT CORP. (WAYNE PA)
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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