Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katlynn? Claim Your ProfileKatlynn Ford is a financial advisor with Wells Fargo Clearing Services, LLC. Katlynn has been in the industry since 2021 and holds a Series 7, Series 66, and SIE licenses. She is registered to provide investment advice in Arizona, Arkansas, California, Idaho, Maryland, New Jersey, New Mexico, Texas, and Washington. Katlynn specializes in providing investment advice to individuals, families, and businesses. She is also registered as an investment advisor representative in Texas and Washington.
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.
Investment consulting services to institutional clients
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.
1
2
WA
08/02/2021 - Present
Wells Fargo Clearing Services, LLC (FRIDAY HARBOR WA)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katlynn Ford is the right advisor for you? Invested Better is here to help.
