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Kaitlyn Jo Kocuba

Heritage Wealth Advisors

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About Kaitlyn Jo Kocuba

Kaitlyn Kocuba is a financial advisor registered in Pennsylvania with Heritage Wealth Advisors. Kaitlyn has a Series 7, Series 66, and SIE license. Kaitlyn has experience in the financial services industry, including previous roles at Ameriprise Financial Services, Inc. and Hefren-Tillotson, Inc. Kaitlyn specializes in providing financial planning, portfolio management for individuals, and pension consulting. Kaitlyn also provides services in selecting other advisors and portfolio management for pooled investment vehicles.

Firm Information

Kaitlyn Kocuba is currently registered with Heritage Wealth Advisors. Heritage Wealth Advisors is an investment advisory firm based in Richmond, VA, managing over $4 billion in assets. They specialize in financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They also offer selection of other advisors and tax preparation services.
Heritage Wealth Advisors

919 EAST MAIN STREET

RICHMOND, VA 23219

$4.00B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kaitlyn Kocuba’s Registration & Firm History

VA

09/01/2021 - Present

Heritage Wealth Advisors (RICHMOND VA)

PA

06/05/2018 - 08/06/2021

HEFREN-TILLOTSON, INC. (PITTSBURGH PA)

PA

02/13/2018 - 06/04/2018

AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 03/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaitlyn Jo Kocuba.
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