Kathleen Mcbride Symer

Current Employers

Employment History

• 12/2013 → Present
  Osaic Wealth, Inc.
  New York, NY

Other Businesses

1) BALANCED WEALTH PLANNING - INSURANCE POSITION: CPA / CFP(R) NATURE: S Corp - Life and long term care insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 55 S. La Cumbre Rd #12, Santa Barbara CA 93105, United States DESCRIPTION: Sales of life and long term care insurance. 2) BALANCED WEALTH PLANNING - TAX PREP POSITION: CPA, CFP(R) NATURE: S-Corporation, other than our Investment Advisory and Financial Planning services we also prepare tax returns primarily for individuals but also prepare some tax returns for trusts, LLC's, partnerships, S-Corp's, C-Corp's and Non-Profits. I also provide tax planning services to some individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2020 ADDRESS: 55 S. La Cumbre Rd #12, Santa Barbara CA 93105, United States DESCRIPTION: I prepare tax returns primarily for individuals but also prepare some returns for trusts, partnerships, LLC's, S-Corp's, C-Corp's and some Non-profits. I also provide tax planning services to individuals. 3) BOARD MEMBER - EL CAMINO PTA POSITION: Financial Secretary NATURE: Local elementary school PTA 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 5020 San Simeon Dr, Santa Barbara CA 93111, United States DESCRIPTION: Key Role - Financial Secretary Works closely with the treasurer and other financial officers in handling PTA funds Keeps a record of all PTA funds collected, deposited and disbursed Prepares monthly and annual financial reports

Exams

• S66 Uniform Combined State Law Examination
  2014-08-28

Designations

Other Names

• Kathleen Jane Mcbride
• Kathleen Mcbride Symer
• Kathleen Jane Mcbride