Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Sebetka is an investment advisor representative with USI Advisors. Kathleen has been in the financial industry since September 22, 2000. Kathleen holds Series 6, 63, and 65 licenses.
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.
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.
Seminars and consultations
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.
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2
CT
09/22/2017 - Present
USI Advisors (GLASTONBURY CT)
IN
12/16/2003 - 10/05/2011
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
LA
08/18/2000 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 11/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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