Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Mary Healy englehart is a financial advisor with over 28 years of experience in the industry. Kathleen is currently registered with Cadaret, Grant & CO., Inc. as a Registered Representative and Investment Advisor Representative. Previously, Kathleen worked for HORNOR, TOWNSEND & KENT, INC. in Baldwin, NY from May 1994 to August 2006. Kathleen is a Chartered Financial Consultant. Kathleen is registered to provide investment advice in 21 states. Kathleen specializes in providing investment advice and financial planning services to a variety of clients, including individuals, families, businesses, and retirement plans.
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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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NY
05/26/1994 - 08/18/2006
HORNOR, TOWNSEND & KENT, INC. (BALDWIN NY)
IA
Issued 01/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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