Kathryn Malison Collins

Current Employers

Employment History

• 08/2006 → Present
  Raymond James Financial Services, Inc.
  Fort Mill, SC
• 01/2013 → Present
  Malison Financial Group, Llc
  Fort Mill, SC

Other Businesses

(1)Name of Business: Omni Montessori Address: 9536 Blakeney Heath Rd, Charlotte, NC, 28277, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 08/17/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would be on the investment committee which would consist of quarterly meetings with Wells Fargo Advisors to see how their endowment accounts are doing and listening to their recommendations for any changes to their portfolio and possibly approving recommendations (2)Name of Business: The Malison Financial Group, LLC Address: 1808 Second Baxter Xing Ste 100, Fort Mill, SC, 29708, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Partial owner and financial planner

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-28

Designations

Other Names

• Kathryn Malison
• Kathryn Louise Malison
• Kathryn Louise Collins