Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Monaghan is a registered representative with Aon Securities LLC. Kathleen has been in the securities industry since 2017. Kathleen holds a Series 63, Series 7TO, Series 79, and Series 24 license and is registered in 21 states. Previously Kathleen was employed by J.P. MORGAN SECURITIES LLC. Kathleen’s experience and expertise in the financial services industry makes her a valuable resource for clients seeking investment advice and guidance.
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.
Fairness opinions
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.
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2
NY
03/19/2019 - Present
AON Securities LLC (NEW YORK NY)
NY
08/29/2017 - 02/21/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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