Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Kelly is an investment advisor representative with Park Avenue Securities LLC. Katherine has been in the industry since 2021 and holds licenses in Pennsylvania. Katherine has experience with Oppenheimer & Co. Inc. Katherine specializes in portfolio management for individuals and financial planning. Katherine also provides educational seminars and selection of other advisors services. Katherine has a client base of 38,141 and assets under management of $11,881,593,369.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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2
PA
06/08/2023 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
PA
10/19/2021 - 04/03/2023
OPPENHEIMER & CO. INC. (MONROEVILLE PA)
BOTH
Issued 07/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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