Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Winn is a registered representative with J.p. Morgan Institutional Investments Inc. based in New York, NY. Kathryn has been in the securities industry since 2015. Kathryn holds a Series 7, Series 63, Series 30, and SIE license. Kathryn has been registered with J.p. Morgan Institutional Investments Inc. since 8/22/2017. Previously, Kathryn was registered with OCM INVESTMENTS, LLC.
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.
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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NY
08/22/2017 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
07/28/2015 - 07/31/2017
OCM INVESTMENTS, LLC (New York NY)
BC
Issued 09/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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