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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathelene? Claim Your ProfileKathelene Lesa Burns is an Investment Advisor Representative at Silvercrest Asset Management Group LLC, a firm registered with the state of New Jersey. Kathelene has been in the industry since 2013. Kathelene holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination on June 6, 2015. Kathelene has experience working with a variety of clients including high-net-worth individuals, insurance companies, investment companies, and charitable organizations. Kathelene's current registration with the state of New Jersey is active.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
10/05/2015 - Present
Silvercrest Asset Management Group LLC (PRINCETON NJ)
IA
Issued 06/06/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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