Kathleen Marteney is a registered investment advisor, based in Fort Lauderdale, FL, with 30 years of industry experience.
Location
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen works as an advisor for Provenance Wealth Advisors, focusing on financial planning. She also works as a non-variable insurance agent for Provenance Wealth Advisors, dedicating about a quarter to about half of her time to obtaining quotes, completing applications, and overseeing underwriting. Kathleen also receives minimal referral fees for business referred to a CPA firm.
Employment History
Current Registrations
Pwa Securities, LLCBroker
Provenance Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Valmark Advisers, INC.
Resonate Advisors, INC.
Valmark Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.