Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Grace is an investment advisor representative with Fiduciary Family Office, LLC based in Boca Raton, FL. Kathleen has been in the industry for over 20 years and has experience with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and CitiCorp Investment Services. Kathleen is a Certified Financial Planner and holds Series 7, 63 and 65 licenses. Kathleen provides a range of financial services to clients, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Kathleen also serves as an author, writer and speaker.
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.
Family office services
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.
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2
FL
08/08/2023 - Present
Fiduciary Family Office, LLC (Boca Raton FL)
MN
01/18/2001 - 08/08/2005
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MA
02/05/1999 - 01/12/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
01/03/1998 - 09/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/23/1995 - 12/10/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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