Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Lynn Banyas is an active registered representative with LPL Financial LLC. Kathy has been in the financial services industry since March 25, 2000. She is currently licensed to provide financial advice in Virginia, Maryland, North Carolina and the District of Columbia. Prior to joining LPL Financial LLC, Kathy worked for Momentum Independent Network Inc., Truist Investment Services, Inc., BB&T Securities, LLC and Scott & Stringfellow, LLC. Kathy has a strong background in financial planning and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
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VA
05/06/2024 - Present
LPL Financial LLC (ALEXANDRIA VA)
VA
03/21/2022 - 05/10/2024
MOMENTUM INDEPENDENT NETWORK INC. (Glen Allen VA)
VA
02/17/2021 - 03/11/2022
TRUIST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/06/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ALEXANDRIA VA)
VA
10/06/2003 - 05/31/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
MD
10/27/2000 - 08/15/2003
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
VA
05/04/2000 - 11/13/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
MN
11/23/1999 - 04/04/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/23/1999 - 04/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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