Unclaimed
Kathleen Grace McIntyre is a registered representative with Valmark Securities, Inc., a firm headquartered in Grand Rapids, Michigan. Kathleen has been in the financial industry since March 30, 2001. Kathleen is licensed in Michigan. She has successfully passed the Series 6, Series 63, and SIE exams. Kathleen's previous experience includes working with The O.N. Equity Sales Company.
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.
1
2
MI
11/04/2015 - Present
Valmark Securities, Inc. (GRAND RAPIDS MI)
MI
04/13/1999 - 11/15/2013
THE O.N. EQUITY SALES COMPANY (GRAND RAPIDS MI)
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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