Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Kelly is an Investment Advisor Representative with Homrich Berg. Kathleen has been a registered representative since 2012 and is licensed in the state of Georgia. Her prior experience includes roles with Raymond James Financial Services, Inc., Raymond James Financial Services Advisors Inc., and Jaeger Financial Group. Kathleen's specializations include Portfolio Management for Individuals, Investment Companies, Pooled Investment Vehicles, and Businesses, as well as Financial Planning and the 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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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GA
11/08/2021 - Present
Homrich Berg (ATLANTA GA)
IL
10/14/2013 - 10/16/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELMWOOD PARK IL)
IL
01/09/2012 - 10/11/2013
FIRST INVESTORS CORPORATION (LOMBARD IL)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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