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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Cronin is a financial advisor with over 8 years of experience in the financial industry. Katie is currently registered with Fidelity Personal And Workplace Advisors and holds Series 6, 7, 63 and 65 licenses. She has previously worked at Franklin Templeton Distributors, Inc. and Franklin Templeton Financial Services Corp. Katie is registered in multiple states including Arizona, California, Colorado, Florida, Nevada, New York, North Dakota, Oregon, Puerto Rico, Texas, and Utah. She specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
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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CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (FOLSOM CA)
CA
03/03/2020 - 06/29/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
07/16/2013 - 06/28/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 08/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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