Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Rene Seimet is a financial advisor at Gallagher Fiduciary Advisors, LLC. Kathy has been in the financial services industry since 2006 and has held several positions at different firms. Kathy is registered with the state of Michigan and has passed the Series 66 and 63 exams. Kathy specializes in providing financial planning, pension consulting, and portfolio management services to 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.
See schedule d misc. for explanation
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
MI
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Bloomfield Hills MI)
MI
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Bloomfield Hills MI)
MI
04/24/2019 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Bloomfield Hills MI)
MA
01/02/2013 - 09/05/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
02/29/2008 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
MA
10/12/2007 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
OH
01/01/2006 - 09/19/2007
UBS FINANCIAL SERVICES INC. (TOLEDO OH)
BOTH
Issued 06/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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