Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Satterthwaite is a financial advisor with over 16 years of experience in the industry. Kathryn is currently registered with Raymond James & Associates, Inc. in Tennessee. Kathryn also has experience with FIRST HORIZON ADVISORS, INC. and FTB ADVISORS, INC. in Tennessee. Kathryn holds a Series 66, Series 53, Series 24, Series 52TO, SIE, and Series 7. Kathryn also serves as a Board Member and Finance Committee member of Gestalt Community Schools.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/20/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
08/29/2007 - 08/06/2024
FIRST HORIZON ADVISORS, INC. (MEMPHIS TN)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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