LK
Linda Kalata
from Premier Path Wealth Partners, LLC
Linda Kalata is a financial advisor based in New Jersey, Madison,
with 13 years of experience. Linda currently works for
Premier Path Wealth Partners, LLC.
Linda maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined 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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Linda Kalata works at Premier Path Wealth Partners, LLC
Premier Path Wealth Partners, LLC is a financial advisory firm based in Madison, New Jersey. It currently has approximately $716,750,641 of assets under management and employs about 6 people. Premier Path Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7 Giralda Farms, Suite 190, Madison, New Jersey, 7940
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