Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Marteney is an active financial advisor, with over 28 years of experience. She has a strong background in the financial industry and specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and charitable organizations. Kathleen is a Registered Representative and Investment Advisor Representative currently employed by Provenance Wealth Advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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
FL
08/25/2023 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
01/06/2014 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
OH
02/03/2009 - 01/06/2014
VALMARK SECURITIES, INC. (CINCINNATI OH)
OH
06/01/1998 - 02/04/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
03/12/2001 - 06/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
07/25/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 10/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Marteney is the right advisor for you? Invested Better is here to help.
