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Kathleen Valerie Elliott is a financial advisor professional located in Mount Clemens, MI. They specialize in financial advisory.
Kathleen Valerie Elliott - Thepartners Wealth Management holds an active professional license (FINRA CRD) for your protection.
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Kathleen Valerie Elliott operates Thepartners Wealth Management from Mount Clemens, Michigan. She holds a FINRA CRD license (number 4206938), which permits her to work in financial advisory services. The business focuses on wealth management guidance and related financial planning support for clients seeking professional advisory services.
A FINRA CRD license indicates the holder is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing investment professionals in the United States. This registration means the advisor has met baseline qualification requirements and is subject to FINRA's conduct and compliance rules. The CRD system maintains disciplinary history and background information, making it a public record that clients can review to verify credentials and check for any regulatory issues or complaints.