Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen McManus is a financial advisor with over 25 years of experience in the industry. Kathleen is currently registered with LPL Financial LLC and has previously been associated with HUB International Investment Services Inc., Nationwide Securities, LLC, Liberty Securities Corporation, and Lincoln Investment Planning, Inc. Kathleen holds licenses for Series 6, 26 and 63 and the SIE exam. Kathleen is located in the Blue Bell, PA area and is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/27/2024 - Present
LPL Financial LLC (BLUE BELL PA)
MO
11/26/2019 - 12/21/2022
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
PA
01/30/2020 - 12/19/2022
LPL FINANCIAL LLC (FORT WASHINGTON PA)
PA
04/02/2001 - 12/04/2019
NATIONWIDE SECURITIES, LLC (CONSHOHOCKEN PA)
NY
01/31/2000 - 03/22/2001
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
PA
04/14/1997 - 02/25/2000
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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