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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Ann Tollison has been in the financial industry since 1989 and is a Registered Representative with Raymond James Financial Services Advisors, Inc. Kathleen is a financial advisor offering financial planning services in Toledo, Ohio. Kathleen Ann Tollison is a registered representative with Raymond James Financial Services, Inc., has worked for the firm since 2009. Prior to joining the firm, Kathleen Ann Tollison worked for various financial institutions including American Express Financial Advisors Inc. and Robert Thomas Securities, Inc.
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.
Hourly & fixed rate 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.
Per participant (erisa)
1
2
OH
03/26/2009 - Present
Raymond James Financial Services Advisors, Inc. (Toledo OH)
OH
08/15/2008 - 02/13/2009
MONEY CONCEPTS CAPITAL CORP (MAUMER OH)
OH
11/05/2004 - 08/15/2008
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
FL
01/04/1999 - 11/10/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/25/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
02/14/1989 - 06/01/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/14/1989 - 06/01/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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