Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen McLellan is a financial advisor with Fidelity Personal And Workplace Advisors. She has been in the industry since November 3, 1999, and is registered to provide investment advice in 52 states and the District of Columbia. Kathleen has specialized in providing investment advice to individuals, 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.
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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2
NH
02/01/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
PA
01/17/2020 - 12/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
02/20/2015 - 06/26/2018
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
PA
10/21/2009 - 09/30/2014
PRINCOR FINANCIAL SERVICES CORPORATION (KING OF PRUSSIA PA)
PA
11/07/2001 - 06/19/2009
PRINCOR FINANCIAL SERVICES CORPORATION (KING OF PRUSSIA PA)
PA
09/11/1995 - 01/03/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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