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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 Watts is a financial advisor with Benjamin F. Edwards & Company, Inc. Kathryn has been in the securities industry since 1998 and has a Series 7 and Series 63 license, as well as the SIE exam. Kathryn holds the Certified Financial Planner designation. The advisor is currently registered in 17 states, and has worked at several firms over the past 25 years including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Kathryn specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
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2
MO
01/11/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
LA
01/01/2008 - 03/20/2017
WELLS FARGO CLEARING SERVICES, LLC (METAIRIE LA)
LA
11/25/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (METAIRIE LA)
MN
07/17/1998 - 09/28/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/17/1998 - 09/28/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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