Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Anne Birmingham is an investment advisor representative with CiBC Private Wealth Advisors, Inc. with over 20 years of experience in the industry. Kathleen holds the Series 7, 63 and 65 licenses. Previously, Kathleen worked with LISS FINANCIAL SERVICES, R. D. KUSHNIR & CO., ABN AMRO CHICAGO CORPORATION, BEAR, STEARNS & CO. INC., and ABN AMRO INVESTMENT SERVICES, INC. Kathleen has worked with Geneva Investment Management of Chicago, LLC and AT Investment Advisers Inc. Kathleen is currently registered in Florida and Illinois. Kathleen specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kathleen also provides financial planning and selection of other advisors services.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/06/2017 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
WI
07/06/1998 - 04/10/2001
LISS FINANCIAL SERVICES (MILWAUKEE WI)
IL
12/10/1997 - 07/07/1998
R. D. KUSHNIR & CO. (NORTHBROOK IL)
CT
02/13/1995 - 05/16/1997
ABN AMRO CHICAGO CORPORATION (STAMFORD CT)
NY
07/18/1994 - 11/01/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IL
02/04/1993 - 07/12/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 01/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kathleen Birmingham is the right advisor for you? Invested Better is here to help.
