Kathleen Donnelly, CFP
Peak Brokerage Services
Certified Financial Planner in Duluth, GA
http://www.thefinancialpartners.com
Address:3160 Main St Ste 100B
Duluth, GA 30096
About Kathleen Donnelly
Kathleen Donnelly is a financial professional at Peak Brokerage Services located in Duluth, Georgia. Kathleen Donnelly holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kathleen Donnelly provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kathleen Donnelly3160 Main St Ste 100B
Duluth, GA 30096
Phone Number:
Click to Show
Website:
http://www.thefinancialpartners.com
More Certified Financial Planners
Looking for a financial advisor located near Duluth, Georgia? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.