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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Gerber Kennedy is a financial advisor with Cerity Partners LLC. Kathryn has been in the financial services industry since 1997 and has a wide range of experience in investment management. Kathryn holds Series 2, 3, 7, and 63 licenses, as well as a Series 65 license. Kathryn is a Certified Financial Planner and is committed to providing her clients with personalized financial advice. Kathryn has worked at Barclays Capital Inc., Lehman Brothers Inc., and Mercer Allied Company, L.P. before joining Cerity Partners 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
12/08/2014 - Present
Cerity Partners LLC (CHICAGO IL)
IL
09/22/2008 - 11/14/2014
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
02/22/2006 - 09/22/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
NY
01/14/1997 - 02/24/2006
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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