Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen A. Nemetz is a financial advisor who has been in the industry since 2005. Kathleen is a Registered Representative and Investment Advisor Representative and has been working at Stratos Wealth Partners, Ltd. since November of 2019. She is registered in Arizona, California, and Texas. Prior to joining Stratos Wealth Partners, Ltd., Kathleen worked at McClurg Capital Corporation and Ameriprise Financial Services, Inc.. She has experience in providing financial planning and investment advisory services to individuals, corporations, and charitable organizations. Kathleen is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
AZ
11/14/2019 - Present
Stratos Wealth Partners, Ltd. (Prescott AZ)
CA
08/23/2013 - 11/14/2019
MCCLURG CAPITAL CORPORATION (SAN RAFAEL CA)
CA
10/05/2009 - 08/28/2013
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
12/05/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN FRANCISCO CA)
CA
01/10/2005 - 11/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
BOTH
Issued 01/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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