Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Manning is a financial advisor who has been in the industry since 2003. Kathleen has a Series 6, 7, 63, and 66 license. Kathleen is currently registered with Edward Jones and has been with the firm since April 2018. Before working with Edward Jones, Kathleen worked for Guaranty Bank and Trus Company. Kathleen is located in Greenwood, Mississippi and works with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and retirement plans. Kathleen provides financial planning, portfolio management, and investment advice.
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.
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.
See schedule d - miscellaneous
1
2
MS
12/05/2018 - Present
Edward Jones (GREENWOOD MS)
TN
02/13/2007 - 12/18/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MS
01/13/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (PEARL MS)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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