Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen M Muller is a financial professional with over 30 years of experience in the industry. Kathleen is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Prior to that, Kathleen was employed at Securities America, Inc. and Securities Service Network, LLC in Medford, New Jersey. Kathleen specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses. Kathleen is also licensed to provide investment advisory services to charitable organizations, pension and profit sharing plans, corporations, and individuals.
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.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MEDFORD NJ)
NJ
05/25/2016 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (MEDFORD NJ)
NA
05/14/1993 - 03/02/1994
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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