Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen McGrath is a financial advisor with over 25 years of experience in the financial services industry. Kathleen is registered with Valmark Advisers, Inc. and W3 Wealth Advisors, LLC. Kathleen has a strong track record of providing personalized financial advice to individuals, families, and businesses. Kathleen is committed to helping her clients 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.
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.
Consulting
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
OH
01/24/2025 - Present
Valmark Advisers, Inc. (Westlake OH)
OH
01/01/2008 - 08/17/2020
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)
OH
01/05/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WESTLAKE OH)
OH
02/14/1997 - 01/22/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
07/14/1995 - 02/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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