Unlock Your Financial Potential with Us
What We Do
Complete Wealth Management
Estate Planning And Family Legacy
Insurance Planning
About The CEO
Who I Am
I am a very successful financial adviser with a wealth of knowledge, and my area of specialization is increasing the profitability of your portfolio. In addition to optimizing returns, I make sure your investments are diversified in a way that protects and increases your wealth since I have an excellent eye for strategic investment opportunities. Together, let's maximize your financial potential and ensure a prosperous and secure future for you.
0
Disclosures
<1 Year Experience
1 Firm
3
Examinations
6
Licenses
Professional Work History
I have worked with 6 of the best brokerage/investment firms in the
United States.
THRIVENT
INVESTMENT MANAGEMENT INC.
CRD#: 18387
Vestavia Hills, AL
Personal Financial Consulting
Digital & Stock Options
Family & Welfare Asset
Series 7TO - General Securities Representative Examination
Licensed Investment Advisor & Stock Broker
I'm committed to building enduring, intimate relationships with customers by respecting them and making an effort to meet their individual needs and service preferences. Please get in touch with me if you would like more information about how I handle financial planning and how I may assist you in reaching your financial goals. I'm eager to learn more about you, and I'm always here to answer your inquiries.
Premium Financial Consultant
I can help increase your portfolio's profit accumulation potential.
9+
Years Experience
1682
Succesful Portfolios
800+
Happy Clients
41+
State Licenses
My Licenses
STATE US. STATE LICENSE
DATES
Alabama
Jan 25th 2024
Louisania
Florida
3rd June 2024
Eleanor Kate delivers excellent results and keeps me informed every step of the way. Their dedication and transparency set them apart.
Micha Asha, CA
Eleanor Kate provides expert advice, clear communication, and consistently great returns. A pleasure to work with every time!
Morgan Browley, NY
I’ve had great results with Eleanor! Their market insights and transparency make investing stress-free. A fantastic broker you can trust.
Lisa Bredgers, MI
Kate has a proven track record and exceptional communication skills. My go-to broker for all investments!
Naomi Grimes, OR
Kate offers expert guidance and keeps me informed every step of the way. Highly recommend their services!
Darl Greg, AU