Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Donnelly Hartung is a financial professional with over 30 years of experience in the industry. Kathleen is currently registered with Henley & Co. LLC and is licensed in multiple states including Pennsylvania, New Jersey, Connecticut, Maryland, Florida, and Texas. Kathleen has also held positions at Petersen Investments, Inc., and Philadelphia Corporation for Investment 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.
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.
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2
PA
11/27/2017 - Present
Henley & Co. LLC (BLUE BELL PA)
PA
09/30/2005 - 11/27/2017
PETERSEN INVESTMENTS, INC. (BLUE BELL PA)
PA
07/13/1993 - 09/30/2005
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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