Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Michaela Kennedy is a financial advisor with Equitable Advisors, LLC. Katherine Michaela Kennedy is also a financial advisor with Baldwin Financial Advisors, LLC. Katherine Michaela Kennedy is registered in Colorado, Illinois, Iowa and Texas. Katherine Michaela Kennedy has passed the Uniform Combined State Law Examination. Katherine Michaela Kennedy provides a variety of financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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IL
01/16/2025 - Present
Equitable Advisors, LLC (ARLINGTON HEIGHTS IL)
Active
Inactive
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