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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Reeves is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Kathleen has been in the financial services industry since 1993 and has a broad range of experience in providing investment advice and financial planning services. Kathleen is registered with the state of Florida. Kathleen works with individual investors and provides financial planning, portfolio management, and other investment services. She has a commitment to helping her clients achieve their financial goals. Kathleen's firm has a focus on providing financial services to individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. The firm has a total of 71,763 clients and $87.37 billion in assets under management.
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.
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.
Solicitation fees from 3rd party money managers
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FL
11/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Boca Raton FL)
Active
Inactive
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