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Katherine L. O'brien

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Lake Oswego, OR

Address:
4004 Kruse Way Pl, Ste 100
Lake Oswego, OR 97035
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About Katherine L. O'brien

Katherine O'brien is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Lake Oswego, Oregon. Katherine O'brien holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Katherine O'brien provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Katherine O'brien
4004 Kruse Way Pl, Ste 100
Lake Oswego, OR 97035

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