Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katlyn? Claim Your ProfileKatlyn Gedeon is a financial advisor who has been in the industry since 2011. She is currently registered with UBS Financial Services Inc. in both New Jersey and New York. Katlyn has a wide range of experience, having previously worked at MORGAN STANLEY. Katlyn holds a variety of licenses including Series 3, 7, and 66. Katlyn is also a licensed securities agent in several states, including California, Florida, Massachusetts, New Jersey, New York, and Wisconsin. Katlyn has been involved in a variety of activities outside of her work as a financial advisor. Katlyn enjoys working with a diverse range of clients.
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.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (BUFFALO NY)
NY
03/03/2011 - 10/23/2013
MORGAN STANLEY (BUFFALO NY)
BOTH
Issued 12/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katlyn Gedeon is the right advisor for you? Invested Better is here to help.
