Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Renee Gold is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since April 24, 1988. Kathryn is licensed in 28 states, including Iowa, Texas, and California. Her firm has approximately $10 billion - $50 billion in assets under management and is focused on offering financial planning, pension consulting, and portfolio management for businesses and individuals. Kathryn has experience with Robert W. Baird & Co. Incorporated and Wells Fargo Advisors, LLC.
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
IA
04/01/2016 - Present
Wells Fargo Clearing Services, LLC (DAVENPORT IA)
IA
10/17/2014 - 03/30/2016
ROBERT W. BAIRD & CO. INCORPORATED (DAVENPORT IA)
IA
01/01/2008 - 10/20/2014
WELLS FARGO ADVISORS, LLC (DAVENPORT IA)
IA
07/06/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAVENPORT IA)
NA
09/28/1992 - 07/21/1995
DAIN BOSWORTH INCORPORATED
NY
03/22/1988 - 08/24/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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