Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen McGowan Souhrada is a financial professional with over 25 years of experience in the industry. She has been registered with Principal Securities, Inc. since 2018. Prior to that, she was with Princor Financial Services Corporation for several years. Kathleen holds the Series 6 and Series 26 licenses and has completed the Securities Industry Essentials Examination. Kathleen specializes in providing financial planning and portfolio management services for individuals. She is also experienced in pension consulting and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/13/2018 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
06/12/1996 - 02/05/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 08/27/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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