Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Lee White is an Investment Advisor Representative with McKinley Carter Wealth Services, Inc. with over 10 years of experience in the industry. Kathy is registered with the state of West Virginia and California. Kathy has a Series 65 license and is also licensed to provide investment advice to individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Kathy specializes in providing investment consulting, financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Investment consulting
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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WV
07/27/2010 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
IA
Issued 06/28/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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