Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Kerns is a financial advisor with U.S. Bancorp Investments, Inc. based in Lakewood, CO. Kathleen holds Series 63, 6TO, and SIE licenses, and is currently registered in Arizona, Nevada and Utah. Kathleen has been active in the financial industry since July 2023. She is a specialist in investments, insurance, mutual funds, variable annuities and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
07/21/2023 - Present
U.s. Bancorp Investments, Inc. (Lakewood CO)
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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