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Kathryn Taylor Nicholson

Valmark Securities, Inc.

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About Kathryn Taylor Nicholson

Kathryn Nicholson is a registered representative associated with Valmark Securities, Inc.. Kathryn is licensed to sell securities in Texas. Kathryn has been in the securities industry since June 9, 2020. Kathryn has passed the Series 63, Series 6TO, and SIE exams. Kathryn's previous experience includes MML Investors Services, LLC.

Firm Information

Kathryn Nicholson is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kathryn Nicholson’s Registration & Firm History

TX

08/31/2021 - Present

Valmark Securities, Inc. (Houston TX)

TX

11/06/2019 - 01/25/2021

MML INVESTORS SERVICES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Taylor Nicholson.
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