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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 Kelley Lee is an investment advisor representative with Eagle Strategies LLC based in Toledo, OH. Kathryn has been in the financial services industry since 2000. Kathryn holds a Series 7, 24 and 66 licenses and is registered to provide investment advisory services in 16 states including Ohio, Texas, California, Florida, and Maryland. Kathryn specializes in providing financial planning, portfolio management, and investment advisory services for a wide range of clients including individuals, high-net-worth individuals, families, corporations, charitable organizations, and small businesses. Kathryn previously worked for a number of other firms including The Huntington Investment Company, Key Investment Services LLC, NYLIFE Securities LLC, American Express Financial Advisors Inc, and UBS Paine Webber Inc.
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.
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
OH
07/29/2021 - Present
Eagle Strategies LLC (TOLEDO OH)
OH
10/06/2011 - 10/10/2012
THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)
OH
04/26/2007 - 10/05/2011
KEY INVESTMENT SERVICES LLC (TOLEDO OH)
OH
04/28/2003 - 04/27/2007
NYLIFE SECURITIES LLC (MAUMEE OH)
MN
09/13/2001 - 04/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/13/2001 - 04/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/19/2000 - 09/04/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 09/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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