Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Ann Keenan is a registered investment advisor representative with Sage, Rutty & Co., Inc. in Rochester, NY. Kathryn has been in the industry since 2018 and is licensed in New York and Florida. Kathryn holds Series 7, 66, and SIE securities licenses and is a member of FINRA. Kathryn's specialties include providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
04/08/2019 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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