Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Quinlan Fay is a registered Investment Advisor Representative (IAR) with Pine Valley Investments. Kathleen has been in the financial services industry since 1999. Kathleen has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Kathleen has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, pooled investment vehicles, and other investment advisors. Pine Valley Investments is an independent financial advisory firm with headquarters in Marlton, New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/08/2021 - Present
Pine Valley Investments (MARLTON NJ)
PA
07/24/2014 - 06/01/2020
GIRARD INVESTMENT SERVICES, LLC (King of Prussia PA)
PA
06/21/2011 - 08/19/2014
GIRARD CAPITAL, LLC (KING OF PRUSSIA PA)
PA
01/24/2005 - 12/08/2010
GIRARD PARTNERS LTD. (KING OF PRUSSIA PA)
TX
08/27/1999 - 09/13/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
06/18/1999 - 10/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/18/1999 - 10/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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