Kathleen Anderson

from Secfi Advisory Limited
SEC regulated
Regulated Investment Advisor
Kathleen Anderson is a financial advisor based in New York, New York, with 11 years of experience. Kathleen currently works for Secfi Advisory Limited. Kathleen maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kathleen Anderson works at Secfi Advisory Limited
Secfi Advisory Limited is a financial advisory firm based in New York, New York. It currently has approximately $54,500,000 of assets under management and employs about 15 people. Secfi Advisory Limited uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
43 W 23rd Street, Fl 2, New York, New York, 10010

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