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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Elizabeth Kantruss is an investment advisor representative at Veridian Capital Partners, a firm located in Frederick, MD. Katelyn Kantruss has been working in the financial services industry since November 2014. She has a Series 65 license and is registered with the state of Maryland. Katelyn Kantruss specializes in financial planning and portfolio management for individuals and businesses. Veridian Capital Partners manages assets for both high-net-worth individuals and businesses, as well as charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
05/12/2023 - Present
Veridian Capital Partners (FREDERICK MD)
IA
Issued 05/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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