Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Deas is a financial advisor with Lion Street Financial, LLC in HICKSVILLE, NY. Kathleen has been in the industry since 2007 and is a Series 7, Series 24 and Series 63 licensed professional. Prior to joining Lion Street Financial, LLC, Kathleen was employed by Kestra Investment Services, LLC, Park Avenue Securities LLC, PRUCO SECURITIES, LLC, Metlife Securities Inc. and Metropolitan Life Insurance Company. Kathleen's professional experience has included positions as a financial advisor. Kathleen is registered with FINRA and is licensed in New York.
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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NY
02/02/2021 - Present
Lion Street Financial, LLC (HICKSVILLE NY)
NY
03/06/2018 - 02/05/2021
KESTRA INVESTMENT SERVICES, LLC (HICKSVILLE NY)
NY
11/19/2013 - 03/14/2018
PARK AVENUE SECURITIES LLC (MELVILLE NY)
NY
08/30/2010 - 11/30/2011
PRUCO SECURITIES, LLC. (MELVILLE NY)
NY
04/22/2005 - 02/26/2010
METLIFE SECURITIES INC. (LAKE SUCCESS NY)
NY
04/22/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ASTORIA NY)
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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