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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 Ryan Zay is a financial advisor at Vanguard Advisers, Inc. Kathryn has been in the financial services industry since 2006. Kathryn is a Certified Financial Planner and has earned the Series 7, Series 24 and Series 63 licenses. Kathryn is registered in Arkansas, Massachusetts, Pennsylvania, Texas, and Utah. Kathryn's firm, Vanguard Advisers, Inc., is a registered investment advisor with the SEC and manages over $333 billion in assets. The firm has a large team of investment professionals, including over 1,883 investment advisor representatives and 1,984 registered representatives. Vanguard Advisers, Inc. serves a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Kathryn is a member of the firm's Financial Planning team and provides investment advice, financial planning services, and portfolio management services to clients. Kathryn's focus areas include investment advice, portfolio management, retirement planning, college savings, and estate planning.
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.
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.
1
2
PA
06/27/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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