Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Lansing is a financial advisor in Doylestown, Pennsylvania, and has been in the industry since July 4, 2007. Kathleen Lansing is currently registered with Wells Fargo Advisors Financial Network, LLC and has been registered with them since May 3, 2019. Prior to this, Kathleen Lansing was with Oppenheimer & Co. Inc. for over six years. Kathleen Lansing has also worked at Morgan Stanley Smith Barney and Wachovia Securities, LLC. Kathleen Lansing is licensed to sell securities in Pennsylvania.
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.
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.
Investment consulting services to institutional clients
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
PA
05/03/2019 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
02/13/2012 - 10/05/2018
OPPENHEIMER & CO. INC. (RADNOR PA)
PA
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (DOYLESTOWN PA)
PA
02/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DOYLESTOWN PA)
PA
12/04/2006 - 02/17/2009
WACHOVIA SECURITIES, LLC (JENKINTOWN PA)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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