Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Gustafson is a financial professional with over 25 years of experience in the industry. Kathryn has a Series 7, Series 63, and Series 65 licenses. Kathryn currently works for The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC, where she provides financial planning services including investment analysis, investment selection, asset allocation, retirement income strategies, investment management, and risk management. Kathryn is also a licensed agent for the sale of term life, long term care and disability insurance and fixed annuity products. Kathryn is committed to providing her clients with the highest level of service and personalized financial guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
04/20/2012 - Present
THE Strategic Financial Alliance, Inc. (FAIRFAX VA)
VA
08/11/1997 - 04/20/2012
GLOBAL BROKERAGE SERVICES, INC. (FAIRFAX VA)
BOTH
Issued 10/04/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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