Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Hasselberger is a financial advisor at LPL Financial LLC. Kathleen has been in the financial industry for over 20 years, and has worked with MSI Financial Services, Inc., and Metropolitan Life Insurance Company in the past. Kathleen has experience with various financial products and services including investment company products and variable contracts, and has a Series 6 license. Kathleen provides a range of financial services to clients, including financial planning, pension consulting, and portfolio management for individuals and businesses. Kathleen is registered with the state of Maryland.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/09/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
09/14/2016 - 06/09/2021
M&T SECURITIES, INC. (TIMONIUM MD)
MD
02/02/2000 - 08/30/2016
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
MD
02/02/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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