Kathryn ReynoldsCRD Number: 5323648
Current Firm: Ameriprise Financial Services, Inc.
Kathryn Reynolds (CRD# 5323648) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Ameriprise Financial Services, Inc.||Wilmington, DE||Jan 2016 - Current||2|
|Ameriprise Financial Services Inc.||Wilmington, DE||Mar 2007 - Oct 2015||8|
|University Of Delaware||Newark, DE||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY