Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Boyd is a financial advisor with over 10 years of experience in the financial services industry. Kathleen holds the Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™. Kathleen is currently registered as an Investment Advisor Representative with SLP Wealth. Kathleen provides financial planning and portfolio management services to individuals, including high-net-worth individuals and families. Kathleen also offers a student loan consulting service.
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.
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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NC
02/12/2024 - Present
SLP Wealth (DURHAM NC)
CA
04/26/2016 - 08/12/2016
CETERA ADVISOR NETWORKS LLC (SEAL BEACH CA)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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