Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Burkett is a financial advisor in Raleigh, NC who is a registered representative of Triangle Wealth Management. Kathleen has been in the financial industry since 1992 and holds the Series 63, 65, 7 and SIE licenses. Kathleen is also a Certified Financial Planner. Before joining Triangle Wealth Management, Kathleen worked at Triangle Securities, LLC and Wachovia Securities, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NC
01/03/2011 - Present
Triangle Wealth Management (RALEIGH NC)
NC
03/16/2005 - 12/31/2017
TRIANGLE SECURITIES, LLC (RALEIGH NC)
MO
10/01/1999 - 01/25/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/11/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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