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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 Wilson is an active investment advisor representative at Osaic Wealth, Inc.. Kathryn Wilson has been in the financial services industry since May 3, 1997 and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Kathryn has a strong background in investments, having earned the Series 6, 63, and 65 licenses, as well as the SIE exam. Kathryn is registered in 24 states and has a proven track record of success in serving clients in various industries.
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
SD
06/14/2024 - Present
Osaic Wealth, Inc. (Whitewood SD)
SD
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Whitewood SD)
SD
10/20/2011 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Whitewood SD)
CA
09/01/2010 - 10/24/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WA
11/03/2004 - 08/11/2010
WALL STREET FINANCIAL GROUP, INC. (TACOMA WA)
MA
01/12/2000 - 09/10/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
FL
02/20/1997 - 01/27/2000
INVESTACORP, INC. (MIAMI FL)
IA
Issued 01/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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