Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Thornhill is an investment advisor representative with Confluence Financial Partners. Kathleen has been in the financial services industry for almost a decade and has experience working with high-net-worth individuals, corporations, and pension plans. Kathleen is a registered investment advisor in Pennsylvania and holds Series 7, Series 63, Series 65, and Series 24 licenses. Prior to joining Confluence Financial Partners, Kathleen worked at Hefren-Tillotson, Inc. and PNC Investments.
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.
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.
1
2
PA
07/13/2022 - Present
Confluence Financial Partners (PITTSBURGH PA)
PA
11/15/2013 - 07/06/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
01/23/2013 - 09/20/2013
PNC INVESTMENTS (PITTSBURGH PA)
IA
Issued 02/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kathleen Thornhill is the right advisor for you? Invested Better is here to help.
