Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Victoria Elrod is an investment advisor representative registered with The Huntington Investment Co. based in Indianapolis, Indiana. Kathleen has been in the financial services industry since 1996. Prior to her current role, Kathleen was employed by THE HUNTINGTON INVESTMENT COMPANY in Indianapolis, Indiana, Online Brokerage Services in Whitehouse, Ohio and Fifth Third Securities, Inc. in Cincinnati, Ohio. Kathleen holds Series 6, 7, 63 and 66 licenses. Kathleen is a member of the Estate Planning Council of Indianapolis.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
06/08/2017 - Present
THE Huntington Investment Co. (Indianapolis IN)
IN
05/30/2008 - 12/19/2016
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
OH
08/11/2005 - 06/20/2007
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
OH
08/06/2004 - 06/07/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
11/21/2003 - 07/12/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
06/29/1998 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/22/1992 - 02/22/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
10/19/1988 - 02/06/1990
NCNB SECURITIES, INC. (BOSTON MA)
BOTH
Issued 11/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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