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Katherine Brady

Katherine Brady

AVP, Financial Advisor and Office Operations Manager

Followers of Katherine Brady62 followers
location of Katherine BradyRutland, Vermont, United States

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  • Timeline

  • About me

    VP, Financial Advisor Team Leader and Office Operations Manager at RNL & Associates

  • Education

    • Castleton University

      2004 - 2008
      Bachelor of Science - BS Business Administration and Management, General

      Activities and Societies: Phi Eta Sigma - Freshman Honor Society Sigma Beta Delta - Business Honor Society

  • Experience

    • RNL & Associates

      Jan 2008 - now
      AVP, Financial Advisor and Office Operations Manager

    • Berkshire Bank

      Jan 2008 - now
      VP Financial Advisor Team Leader

  • Licenses & Certifications

    • SIE - Securities Industry Essentials Examination

      FINRA (Financial Industry Regulatory Authority)
      Oct 2018

    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA (Financial Industry Regulatory Authority)
      Sept 2016

    • Series 7 - General Securities Representative Examination

      FINRA (Financial Industry Regulatory Authority)
      May 2016

    • Series 6 - Investment Company Products/Variable Contracts Representative Examination

      FINRA (Financial Industry Regulatory Authority)
      Nov 2010

    • Certified Financial Planner (CFP)

      CFP Board
      Sept 2014
      View certificate certificate