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 Schaar is a financial advisor at Ameriprise Financial Services, LLC and has been in the financial services industry since September 26, 1999. Kathy is registered in Arizona with a Series 3, 7, 8, 63, and 66. Kathy has experience working with high-net-worth individuals, corporations, charitable organizations, trusts, and pension plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/24/2012 - Present
Ameriprise Financial Services, LLC (PHOENIX AZ)
TX
12/04/2001 - 07/13/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
08/09/1991 - 09/08/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
05/01/1991 - 08/02/1991
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
04/18/1989 - 06/13/1989
COSSE' INTERNATIONAL SECURITIES, INC.
NA
01/20/1988 - 10/06/1988
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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