Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Kelley is a financial advisor who has been in the industry for over 22 years. Kathryn has a strong background in investments and insurance, and is committed to providing personalized financial guidance to her clients. She is registered with Eagle Strategies LLC, a firm with over 1500 employees, and has worked at other firms such as The Huntington Investment Company and Key Investment Services LLC. Kathryn is a well-rounded individual with experience in various areas and is passionate about serving her clients.
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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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 9/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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