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 Illinger is a Registered Representative with Morgan Stanley. Kathleen has been in the industry since July 2000. Kathleen has passed the Series 31, Series 7, and SIE exams. Kathleen Ann Illinger has been registered with Morgan Stanley since June 2009. Previously, Kathleen worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. Kathleen Ann Illinger works out of the Westborough, MA office.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
MA
06/01/2009 - Present
Morgan Stanley (Westborough MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTBOROUGH MA)
MA
07/06/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WESTBOROUGH MA)
BOTH
Issued 07/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kathleen Illinger is the right advisor for you? Invested Better is here to help.
