Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Kalosky is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Kathleen has been in the industry since November 29, 2002. Kathleen has passed the Series 6, Series 63 and SIE exams and has been registered with the state of Ohio and Pennsylvania. The individual also owns and operates a business called Sullivan's Bookkeeping and Tax Service in Boardman, Ohio. Kathleen's current employment with Cetera Investment Advisers LLC began on March 26, 2012 and is located in Boardman, Ohio.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/26/2012 - Present
Cetera Investment Advisers LLC (BOARDMAN OH)
OH
01/27/2006 - 12/07/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (BOARDMAN OH)
IL
07/09/2002 - 12/20/2005
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
BC
Issued 8/7/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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