Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Barrett is an Investment Advisor Representative with over 10 years of experience in the financial services industry. She specializes in providing comprehensive financial planning and portfolio management for individuals and businesses. Kathleen is currently affiliated with Silver Oak Securities, Inc. and Meredith Dekker Financial Services, LLC. Kathleen provides financial planning and investment management services to individuals and businesses. Kathleen has passed the Uniform Investment Adviser Law Examination (Series 65) and holds an active registration as an Investment Advisor Representative in Arizona.
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.
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.
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AZ
05/02/2023 - Present
Silver OAK Securities, Inc. (Chandler AZ)
IA
Issued 01/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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