Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Sealey is a financial professional with over 30 years of experience in the industry. Kathryn is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice and services in Florida. Kathryn has a strong background in investment banking and financial operations, and has held various positions at prominent firms throughout her career. Kathryn has a diverse range of experience working with individual clients, corporations, and institutional investors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FT. LAUDERDALE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)
FL
07/29/2005 - 07/17/2020
INVESTACORP, INC. (FT. LAUDERDALE FL)
FL
04/07/2000 - 07/14/2005
EQUITY STATION, INC. (BOCA RATON FL)
FL
09/20/2002 - 11/19/2004
GLOBAL PARTNERS SECURITIES INC. (FORT LAUDERDALE FL)
FL
03/10/1992 - 10/25/2002
NORTH AMERICAN INSTITUTIONAL BROKERS (FT. LAUDERDALE FL)
FL
02/27/1995 - 04/19/1995
THE PARTNERS FINANCIAL GROUP, INC. (MIAMI FL)
NA
05/02/1989 - 04/18/1990
COMMVEST SECURITIES,INC.
NA
07/01/1987 - 01/17/1989
MARGARETTEN SECURITIES CORPORATION
NA
06/16/1986 - 08/14/1987
HUBERMAN, MARGARETTEN AND STRAUS, INC.
BC
Issued 01/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathryn Sealey is the right advisor for you? Invested Better is here to help.
