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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 Redden is a financial advisor with Merit Financial Advisors, a registered investment advisor (RIA) firm headquartered in Alpharetta, Georgia. Kathryn has been in the financial services industry for over 20 years, and has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Kathryn is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). She is also a licensed Series 7 and Series 63 representative. Kathryn is committed to helping her clients achieve their financial goals through a personalized approach.
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.
Consulting fees
1
2
GA
09/03/2019 - Present
Merit Financial Advisors (ALPHARETTA GA)
CO
09/03/2019 - 08/16/2024
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
CO
01/25/2017 - 09/04/2019
1ST GLOBAL CAPITAL CORP. (Greenwood Village CO)
NA
12/10/1992 - 04/06/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
12/10/1992 - 04/06/1994
IDS LIFE INSURANCE COMPANY
BC
Issued 01/31/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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