Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Powell Kueider is a financial advisor with LPL Financial LLC. Kathy has been in the financial industry since 1988. Kathy is registered in 34 states as a broker and in 3 states as an investment advisor. Kathy holds Series 6, 7, 22 and SIE licenses. Kathy has also earned the Chartered Financial Consultant designation. Kathy previously worked for WS Griffith Securities, Inc. and Home Life Insurance Company. Kathy is dedicated to providing personalized financial planning and investment management services to her clients. Kathy is passionate about helping her clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
02/08/2013 - Present
LPL Financial LLC (GREENSBORO NC)
CT
08/05/1988 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
08/05/1988 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 08/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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