Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Knapp is an active investment advisor representative with Next Financial Group, Inc. Based in Largo, Florida, Kathleen has been in the financial services industry since 2001. Kathleen has experience working with individuals, high-net-worth individuals, businesses, charitable organizations and retirement plans. Kathleen has a variety of licenses including Series 6, Series 63, and Series 65.
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.
Seminar/workshop attendance fees
1
2
FL
06/09/2017 - Present
Next Financial Group, Inc. (Largo FL)
FL
08/29/2008 - 09/17/2014
H. BECK, INC. (SEMINOLE FL)
FL
08/09/2006 - 09/10/2008
GUNNALLEN FINANCIAL, INC (SEMINOLE FL)
FL
07/01/2002 - 08/09/2006
SII INVESTMENTS, INC. (SEMINOLE FL)
NJ
08/07/2001 - 07/29/2002
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 06/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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