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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 Sinclair Snyder is a financial advisor with Raymond James Financial Services Advisors, Inc. Kathryn has been in the industry since January 15, 2018. Kathryn specializes in portfolio management for individuals, businesses, and pension consulting. Kathryn is also a registered representative with FINRA and is licensed in 24 states. Kathryn works out of the Waverly, TN branch office. Previously, Kathryn worked with LPL FINANCIAL LLC in Murfreesboro, TN and UBS Financial Services Inc. in Weehawken, NJ. Kathryn's previous roles include Registered Sales Assistant with FirstBank and FirstBank Investment Partners. Kathryn has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
08/23/2023 - Present
Raymond James Financial Services Advisors, Inc. (Waverly TN)
TN
08/17/2018 - 01/25/2021
LPL FINANCIAL LLC (MURFREESBORO TN)
NJ
12/09/2017 - 07/09/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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