Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen De Pasion is a financial advisor with over 10 years of experience in the industry. Kathleen currently works at Wintrust Investments LLC, where has been registered since June 2017. Kathleen also has experience working at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Fifth Third 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.
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
IL
06/30/2017 - Present
Wintrust Investments LLC (Arlington Heights IL)
IL
10/01/2012 - 07/12/2017
J.P. MORGAN SECURITIES LLC (Prospect Heights IL)
IL
03/22/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MT. PROSPECT IL)
IL
05/21/2010 - 11/19/2010
FIFTH THIRD SECURITIES, INC. (ELGIN IL)
BOTH
Issued 05/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen De pasion is the right advisor for you? Invested Better is here to help.
