Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Strain Williams is a financial advisor with over 30 years of experience in the industry. Kathy is a Certified Financial Planner and holds Series 7, 8, 24, and 27 licenses. Kathy has been with Waddell & Associates, LLC since 2016, where she specializes in providing financial planning, portfolio management, credit and cash management, and insurance solutions. Prior to joining Waddell & Associates, LLC, Kathy worked at Charles Schwab & Co., Inc., Union Planters Investment Bankers Group, Inc., and Brenner Steed, Inc.. Kathy Williams works with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing 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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs and on elibible credit and cash managem
1
2
TN
05/25/2016 - Present
Waddell & Associates, LLC (Memphis TN)
TX
11/08/1989 - 03/17/1992
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/04/1988 - 09/20/1989
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
09/24/1987 - 12/31/1987
BRENNER STEED, INC.
BC
Issued 10/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 09/29/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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