Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen O'Donnellluther is a financial advisor with over 10 years of experience in the financial services industry. Kathleen is currently registered with Cambridge Investment Research Advisors, Inc. Previously, Kathleen was employed by Adirondack Trading Group LLC and Edward Jones. Kathleen provides financial planning, portfolio management, and other advisory services. Kathleen is licensed to provide investment advice in Connecticut, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, and Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Rensselaer NY)
NY
06/25/2012 - 12/08/2015
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
NY
08/13/2010 - 06/22/2012
EDWARD JONES (CLIFTON PARK NY)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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