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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Lynn Aksten is a financial advisor with LPL Financial LLC. Kathleen Lynn Aksten has been in the financial industry since 1993. Kathleen Lynn Aksten is registered with the state of Michigan and Texas as a broker and an investment advisor. Kathleen Lynn Aksten has been a registered representative of Invest Financial Corporation, Founders Financial Securities LLC, Intersecurities, Inc., Royal Alliance Associates, Inc. and Smith Barney Inc. Kathleen Lynn Aksten's current branch office location is in Brighton, Michigan. Kathleen Lynn Aksten has held the Series 63, Series 65, Series 7 and SIE securities licenses.
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.
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2
MI
02/14/2018 - Present
LPL Financial LLC (BRIGHTON MI)
MI
04/23/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
10/19/2006 - 04/20/2012
FOUNDERS FINANCIAL SECURITIES LLC (BRIGHTON MI)
MI
06/26/2001 - 11/03/2006
INTERSECURITIES, INC. (BRIGHTON MI)
AZ
03/05/1998 - 07/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
11/24/1993 - 02/12/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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