Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Marie Donnelly is a financial advisor with Trilogy Capital, Inc. Kathleen has been working in the financial industry since 2013. She holds a Series 65 license and is registered to provide investment advisory services in California and Texas. Kathleen specializes in providing financial planning, pension consulting, and selection of other advisors.
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.
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.
1
2
CA
03/18/2019 - Present
Trilogy Capital, Inc. (Corona CA)
IA
Issued 07/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kathleen Donnelly is the right advisor for you? Invested Better is here to help.
