Kathleen Fortoul is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with CITIZENS SECURITIES, INC., CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2025-04-16 | present | Yes |
| CITIZENS SECURITIES, INC. | 2025-04-16 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-05-30 | 2025-04-17 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2019-08-15 | 2025-03-21 | — |
| UBS FINANCIAL SERVICES INC. | 2002-12-12 | 2019-08-20 | — |