Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Murray Anderson is a financial advisor with over 20 years of experience in the industry. Kathleen is currently registered with Clearbridge Investments, LLC and has been with the firm since 2014. Kathleen is a Certified Financial Planner and has Series 7, 66 and SIE licenses. Kathleen has a broad range of experience working with individuals, corporations, investment companies, pooled investment vehicles, and other investment advisors. Kathleen specializes in portfolio management and is licensed in all states.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/28/2019 - Present
Clearbridge Investments, LLC (NEW YORK NY)
MD
06/26/1998 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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