Kathleen Schroeder (CRD# 2476975) is an Investment Advisor Representative working at Rmas, Inc. in Bellmawr, NJ and has over 29 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J Alden Associates, Inc. | Jenkintown, PA | Jul 2019 - Current | 4 |
Alden Capital Management | Jenkintown, PA | Jul 2019 - Current | 4 |
Risk Management Advisory Services, Inc. | Bellmawr, NJ | Sep 2001 - Current | 22 |
Kings Management Company | Mt Ephraim, NJ | May 1985 - Current | 38 |
Capitol Securities Management, Inc. | Mt Ephraim, NJ | Sep 2010 - Jul 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1994 |
S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- NJ
- PA
- TX
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$287,687
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NJ, PA, TX
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