Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Starkey is a financial advisor with Kooman & Associates in Altoona, PA. Kathryn is a Certified Financial Planner and has been in the industry since 2015. She is licensed in Pennsylvania, South Carolina and Texas. Kathryn's previous experience includes working at Raymond James Financial Services, Inc. Kathryn specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
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
PA
10/01/2022 - Present
Kooman & Associates (ALTOONA PA)
PA
01/03/2015 - 10/10/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALTOONA PA)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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