Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Ann Bishop is a financial advisor with over 17 years of experience in the financial services industry. Kathleen has a wide range of experience in financial planning, portfolio management, and insurance. She is registered with Cadaret, Grant & Co., Inc. and Arch Global Advisors, LLC, and is licensed in several states. Kathleen holds a variety of professional licenses and certifications, including the Series 6, 7, 24, 52, 53 and 66 exams. Kathleen is committed to providing her clients with personalized financial advice and guidance to help 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.
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2
NY
12/22/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
FL
04/12/2006 - 07/20/2023
NEXT FINANCIAL GROUP, INC. (Welaka FL)
BOTH
Issued 01/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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