Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Wright Gerwig is an Investment Advisor Representative with John G. Ullman & Associates, Inc. based in Horseheads, NY. Kathryn has been in the financial services industry since 1987. Kathryn holds the Series 7, Series 63 and Series 65 securities licenses. Kathryn specializes in providing financial planning, portfolio management for individuals and educational seminars. Kathryn was previously employed by U S G M SECURITIES, INC. in Corning, NY from 1988 to 2006.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
07/21/2021 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
NY
05/25/1988 - 11/15/2006
U S G M SECURITIES, INC. (CORNING NY)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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