Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathaleen? Claim Your ProfileKathaleen Muilwyk is a financial professional with over 17 years of experience in the industry. Kathaleen is currently a registered representative with Newedge Advisors, and a registered investment advisor representative with the State of South Carolina. Kathaleen is a Series 7 and Series 66 licensed individual and holds the SIE certification. Previously, Kathaleen was associated with Raymond James & Associates, Inc. , Morgan Keegan & Company, Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc., before joining Newedge Advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
LA
03/30/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
SC
02/13/2013 - 02/18/2022
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
SC
03/22/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
SC
06/01/2009 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (SPARTANBURG SC)
SC
10/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPARTANBURG SC)
SC
05/30/2005 - 11/08/2007
A. G. EDWARDS & SONS, INC. (INMAN SC)
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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