Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Christensen is a registered Investment Advisor Representative. Kathleen has been in the industry for over 14 years. Kathleen is a member of Connecticut Wealth Management, LLC. Kathleen holds the Series 65 license and is currently registered in Connecticut and Texas. Kathleen is a Personal Financial Specialist and provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. Kathleen has experience in managing and investing trust properties.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
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CT
03/29/2017 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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