Unclaimed
Kathleen Barnes is a financial advisor associated with Plante Moran Insurance Agency in SOUTHFIELD, MI. Kathleen has been in the industry since May 2024 and holds a Series 27 registration. Kathleen's firm has an active FINRA registration and a Not in Scope IA registration.
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.
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.
1
2
MI
05/27/2024 - Present
Plante Moran Insurance Agency (SOUTHFIELD MI)
BC
Issued 05/25/2024
Series 27 - Financial and Operations Principal Examination
Active
Inactive
F
FINRA
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