Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Kriskey is a financial professional with over 12 years of experience in the industry. Kathleen is currently registered with Invesco Distributors, Inc. and has previously worked at RBC CAPITAL MARKETS, LLC, CIBC WORLD MARKETS CORP., JEFFRIES & COMPANY, INC., and UBS SECURITIES LLC. Kathleen is licensed in 53 states and holds the Series 3, 7, and SIE licenses.
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.
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.
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2
NY
04/22/2021 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
08/16/2013 - 02/24/2021
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
06/27/2011 - 07/22/2013
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CT
06/06/2008 - 09/29/2009
JEFFERIES & COMPANY, INC. (STAMFORD CT)
NY
10/11/2007 - 05/21/2008
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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