Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Walsh is a registered representative with Money Concepts Capital Corp. Kathleen has been in the industry since 1986. Kathleen is licensed in California and Massachusetts. Kathleen holds several securities licenses including Series 7, 22, 24, 26, 39, 52TO, and SIE. Kathleen provides financial planning, portfolio management for businesses, and portfolio management for individuals. Kathleen has a significant amount of experience in the financial services industry and is dedicated to helping her clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/24/1986 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/27/1986
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 06/16/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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