Kathleen Moran

Finance

Role: Sr Trader, Fixed Income at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

About Kathleen Moran

Experienced Fixed Income Specialist with a demonstrated history of working in the financial services industry. Skilled in Securities, Securities Regulation, Trading, Bonds, and Capital Markets. Strong sales professional with a BA focused in English from Arizona State University.

Experience

Sr Trader, Fixed Income
LPL Financial
Dec 2023 — Present · Fort Mill, SC, US

Education

Arizona State University
BA, English

Skills

Investments
Series 63
Bonds
Capital Markets
Series 7
Bloomberg
Securities
Fixed Income

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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About Kathleen Moran

Experience

Sr Trader, Fixed Income

Education

Arizona State University

Skills

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