Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Robins is a financial advisor with over 20 years of experience in the financial services industry. Kathleen has a strong background in financial planning, portfolio management, and consulting. Kathleen is a Chartered Financial Analyst and holds the Series 7, Series 63, and Series 66 securities licenses. Kathleen is currently registered with LPL Enterprise, LLC in Warrington, PA. Prior to that, Kathleen was employed by Haverford Trust Securities, Inc., LPL Financial LLC, Equitable Advisors, LLC, Morgan Stanley, RIM Securities LLC, and Barclays Capital Inc. Kathleen specializes in providing financial planning and portfolio management services to individuals, businesses, and other investors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
PA
05/27/2022 - 09/20/2022
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
PA
01/11/2021 - 05/31/2022
LPL FINANCIAL LLC (LANSDALE PA)
PA
08/17/2020 - 08/31/2020
EQUITABLE ADVISORS, LLC (CONSHOHOCKEN PA)
PA
01/26/2016 - 03/12/2020
MORGAN STANLEY (WILKES BARRE PA)
NY
03/20/2006 - 05/24/2007
RIM SECURITIES LLC (NEW YORK NY)
NY
08/25/1999 - 06/21/2002
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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