Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Armentrout is a financial advisor with Edward Jones. Kathy has been in the financial industry since 1998 and has a wide range of experience in the field. Kathy is a registered representative with FINRA and a licensed investment advisor in the states of Virginia and Texas. Kathy is also a member of the board of directors for Ride With Pride, a non-profit organization in Staunton, Virginia. Kathy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
VA
02/11/2013 - Present
Edward Jones (HARRISONBURG VA)
VA
05/02/2011 - 11/11/2011
LPL FINANCIAL LLC (RUCKERSVILLE VA)
VA
03/20/2008 - 06/25/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HARRISONBURG VA)
VA
10/01/1999 - 01/02/2008
WACHOVIA SECURITIES, LLC (HARRISONBURG VA)
NC
02/09/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 03/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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