Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Monaghan is a financial advisor who is registered with Susquehanna Financial Group, Lllp, located in New York, NY. Kathleen has over 15 years of experience in the financial industry. She is Series 63, SIE, and Series 7 licensed. Prior to joining Susquehanna Financial Group, Lllp, Kathleen worked at Wedbush Securities Inc. and Collins Stewart LLC. Kathleen has been with Susquehanna Financial Group, Lllp since 2014.
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.
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.
1
2
NY
02/13/2014 - Present
Susquehanna Financial Group, Lllp (NEW YORK NY)
NY
09/28/2012 - 02/06/2014
WEDBUSH SECURITIES INC. (NEW YORK NY)
NY
12/09/2005 - 03/01/2012
COLLINS STEWART LLC. (NEW YORK NY)
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Kathleen Monaghan is the right advisor for you? Invested Better is here to help.
