Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN. Kathy has been in the industry since June 2001 and holds Series 7 and Series 66 licenses. Kathy previously worked at UBS Financial Services Inc. Kathy is a licensed financial advisor who is registered with the state of Tennessee. She provides financial planning, portfolio management for individuals and businesses, and other advisory services. Kathy is also registered as an investment advisor representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
10/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
06/04/2001 - 10/11/2016
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
BOTH
Issued 07/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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