Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merit? Claim Your ProfileMerit Kathleen Kralovec is a financial advisor with over 20 years of experience in the financial services industry. Merit is currently registered with Steward Partners Investment Advisory, LLC in Washington, DC. Merit provides investment advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Prior to joining Steward Partners, Merit was with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and A.G. Edwards & Sons, Inc. Merit holds FINRA Series 7, 31, and 66 licenses and a Series 31 license. Merit specializes in financial planning, retirement planning, and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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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2
DC
10/30/2018 - Present
Steward Partners Investment Advisory, LLC (Washington DC)
DC
01/18/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
VA
10/29/2007 - 01/29/2018
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
MO
08/30/2000 - 11/07/2007
A. G. EDWARDS & SONS, INC. (KANSAS CITY MO)
BOTH
Issued 01/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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