Kathy Wills
Financial Advisor at RJFS, Addison Avenue Investment Services at First Tech Federal Credit Union- Claim this Profile
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Bio
Experience
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First Tech Federal Credit Union
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor at RJFS, Addison Avenue Investment Services
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Sep 2012 - Present
Kirkland, WA Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements. For important disclosure information, please see “Social Media Disclosure” link in the “Contact and Personal Info” section. Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of… Show more Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements. For important disclosure information, please see “Social Media Disclosure” link in the “Contact and Personal Info” section. Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Show less
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Wireless Applications, Corp.
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United States
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Telecommunications
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1 - 100 Employee
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Treasurer
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Feb 1999 - Oct 2016
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Key Investment Services
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Oct 2010 - Sep 2012
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Dec 2008 - Sep 2010
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Senior Account Executive
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Mar 1993 - Jan 1999
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Harborview Medical Center
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United States
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Hospitals and Health Care
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700 & Above Employee
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Registered Nurse
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Jun 1986 - Jul 1990
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