Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Laverde is a financial advisor with Horan Securities, Inc. Kathleen has been in the financial services industry since 1996 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Kathleen specializes in providing financial planning, investment management, and pension consulting services.
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.
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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OH
01/14/2025 - Present
Horan Securities, Inc. (CINCINNATI OH)
CT
05/17/2017 - 10/27/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
CO
06/02/2015 - 05/18/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
OH
07/10/2012 - 06/15/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
TN
01/11/2012 - 06/18/2012
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
OH
09/05/2006 - 12/22/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
CA
06/24/2005 - 09/19/2006
LINSCO/PRIVATE LEDGER CORP. (LOS ALAMITOS CA)
CA
07/01/2004 - 06/27/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
06/09/2003 - 07/07/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
05/06/1999 - 06/06/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
03/03/1999 - 10/22/1999
SCHOFF & BAXTER, INC. (BURLINGTON IA)
CA
11/14/1998 - 03/11/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
07/12/1996 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
IA
Issued 10/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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