Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Langrill is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the financial services industry since 1988. Kathleen has a wide range of experience, having worked with a variety of firms, including Quick & Reilly, Inc., UBS PaineWebber Inc., and Tucker Anthony Incorporated. Kathleen is registered to offer securities and investment advisory services in 36 states and is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Kathleen is a licensed agent in Connecticut and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
02/14/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HINGHAM MA)
MA
10/23/2009 - 07/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HINGHAM MA)
NY
11/12/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
07/29/1994 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
05/15/1991 - 08/04/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
03/31/1988 - 05/01/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/04/1987 - 02/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 02/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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