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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 Ortolf is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kathryn is registered with the state of Pennsylvania and Texas. Kathryn has a total of 23 years of experience in the financial industry. Kathryn holds Series 7, 66, and SIE licenses and has worked at Wells Fargo Advisors Financial Network, LLC, Messer LLC, Linde LLC, Lehigh University, and Villanova University. Kathryn is currently registered to provide investment advice in the following states: Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Vermont, and Virginia.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
08/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
BOTH
Issued 07/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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