Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Larson Wilkinson is a financial advisor with over 35 years of experience in the industry. Kathy is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a proven track record of providing personalized financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Kathy's expertise encompasses various financial planning areas, such as portfolio management, retirement planning, estate planning, and college savings. She is committed to developing long-term relationships with her clients and helping them achieve their financial goals. Kathy holds Series 7, Series 63, and Series 66 licenses, demonstrating her commitment to staying current with industry regulations and best practices.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
SD
01/17/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SIOUX FALLS SD)
NY
03/23/1984 - 01/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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