Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Manickas is a financial advisor with Raymond James & Associates, Inc. Kathleen is a Registered Representative with the state of Pennsylvania. Kathleen has passed the Series 31, Series 7TO, and SIE exams. Kathleen is also an Investment Advisor Representative in Pennsylvania. Kathleen's firm is headquartered in St. Petersburg, Florida and has over 3761 licensed agents, 5537 investment adviser representatives, and 7766 registered representatives. The firm manages over $1 billion - $10 billion in assets. Kathleen has over 10 years of experience in the financial services industry.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/09/2022 - Present
Raymond James & Associates, Inc. (BEAVER PA)
BOTH
Issued 06/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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