Kathryn Sanchez (CRD# 6440774) is an Investment Advisor Representative working at Prudential Financial Planning Services in La Jolla, CA and has over 8 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| California Health Benefit Exchange | San Diego, CA | Apr 2017 - Current | 6 |
| Pruco Securities, LLC | San Diego, CA | May 2015 - Current | 8 |
| Prudential Insurance Company Of America | San Diego, CA | May 2015 - Current | 8 |
| Unionbanc Investment Services | San Diego, CA | Jan 2015 - May 2015 | < 1 |
| Mufg Union Bank | San Diego, CA | Oct 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CA
- TX
-
Total Assets Under Management14,029MILLIONS
-
Total Number of Accounts106,737ACCOUNTS
-
Average Account Value$131,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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