Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Cosgrove is a financial advisor with Level Four Financial, LLC in Dallas, Texas. Kathryn has been in the financial services industry since August 23, 2007, and holds the Series 6, Series 63, and SIE licenses. Previously, Kathryn was with LPL Financial LLC and 1ST GLOBAL CAPITAL CORP. in Houston, Texas.
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.
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.
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TX
01/05/2021 - Present
Level Four Financial, LLC (Dallas TX)
TX
02/17/2015 - 12/31/2020
LPL FINANCIAL LLC (HOUSTON TX)
TX
08/20/2007 - 02/17/2015
1ST GLOBAL CAPITAL CORP. (HOUSTON TX)
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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