Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Donnelly is a financial advisor at Blackridge Asset Management, LLC. Kathleen has over 30 years of experience in the financial services industry. Kathleen has a broad range of experience in financial planning, investment management, and insurance. Kathleen is also a Certified Financial Planner and a Chartered Financial Consultant. Kathleen is committed to providing her clients with personalized financial advice and guidance. Kathleen is dedicated to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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FL
06/02/2017 - Present
Blackridge Asset Management, LLC (JUPITER FL)
FL
09/02/2014 - 05/22/2017
NEXT FINANCIAL GROUP, INC. (BRADENTON FL)
GA
09/14/2011 - 08/27/2014
FINANCIAL TELESIS INC (JOHNS CREEK GA)
GA
11/11/2010 - 09/14/2011
SIGNATOR INVESTORS, INC. (ALPHARETTA GA)
GA
02/18/1982 - 06/21/2007
SIGNATOR INVESTORS, INC. (DULUTH GA)
MA
02/18/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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