Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Elizabeth Collins has been in the financial services industry since 2001 and is currently a registered representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Kathleen is a licensed professional in several states and holds the Series 7 and Series 66 securities licenses, along with the SIE exam. Kathleen is dedicated to providing comprehensive financial advice to individuals, families, and businesses in the Northampton, MA area, and beyond. She is experienced in financial planning, retirement planning, investment management, and insurance planning. Kathleen works with a variety of clients, including high-net-worth individuals, families, and businesses. She also provides financial planning services to charitable organizations and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/16/2016 - Present
Kestra Advisory Services, LLC (NORTHAMPTON MA)
MA
11/17/2009 - 02/18/2010
TD WEALTH MANAGEMENT SERVICES INC. (LONGMEADOW MA)
MA
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (WESTFIELD MA)
MN
05/06/2004 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
06/01/2001 - 05/10/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Collins is the right advisor for you? Invested Better is here to help.
