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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Indiano is a financial advisor at Osaic Wealth, Inc. Kathleen has been in the industry since 2002. Kathleen's experience includes working for firms such as Invest Financial Corporation, Questar Capital Corporation, National Planning Corporation, and Locust Street Securities, Inc. Kathleen is registered with FINRA and several states to provide securities and investment advisory services. Kathleen specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Kathleen is also licensed to provide life and health insurance sales. Kathleen is dedicated to helping 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.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
OH
10/15/2008 - 12/01/2017
INVEST FINANCIAL CORPORATION (BROADVIEW HEIGHTS OH)
OH
02/16/2005 - 10/17/2008
QUESTAR CAPITAL CORPORATION (BRECKSVILLE OH)
CA
07/05/2002 - 02/04/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
02/20/2002 - 07/02/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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