Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Kee is a financial advisor with The Colony Group, LLC. Kathleen has been in the financial services industry since 1983. She has a wide range of experience and expertise, including investment management, financial planning, and portfolio management for both individuals and businesses. Kathleen is also a Certified Financial Planner. Kathleen has held previous roles at KMS Financial Services, Inc., U.S. BANCORP BROKERAGE, MUTUAL BENEFIT FINANCIAL SERVICE COMPANY and EQUITEC SECURITIES COMPANY. Kathleen is committed to providing her clients with personalized financial advice and guidance.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
WA
06/03/1996 - 11/05/1999
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
08/24/1994 - 01/27/1995
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
OR
07/29/1991 - 09/11/1992
U.S. BANCORP BROKERAGE (PORTLAND OR)
WA
02/24/1986 - 04/17/1991
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NA
02/05/1985 - 02/27/1986
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
06/18/1983 - 02/08/1985
EQUITEC SECURITIES COMPANY
BC
Issued 06/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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