Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Stevenson Senkbeil is a financial advisor with Rockefeller Financial LLC, a firm with over 50 billion dollars in assets under management. Kathryn has been working in the financial services industry since 1994 and is registered in 22 states. Kathryn focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and retirement plans. Kathryn is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of Rockefeller Financial 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.
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.
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GA
10/01/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
06/01/2009 - 01/23/2020
MORGAN STANLEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
09/16/1997 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
CT
01/01/1995 - 08/22/1997
ABN AMRO CHICAGO CORPORATION (STAMFORD CT)
IL
10/05/1994 - 01/01/1995
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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