Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial advisor professionals in Port Saint Lucie.
We verify your phone before sharing it — no spam.
Kathleen E. Small is a financial advisor professional located in Port Saint Lucie, FL. They specialize in financial advisory. With over 21 years of experience, they bring deep expertise to every client.
Kathleen E. Small - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Port Saint Lucie, FL? Contact Kathleen E. Small to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Kathleen E. Small - Cetera Wealth Services, Llc will respond directly.
Kathleen E. Small operates Cetera Wealth Services, LLC in Port Saint Lucie, Florida. With 21 years in the financial advisory industry, she brings substantial experience to wealth management and financial planning. Her practice is registered under FINRA CRD #4866484, ensuring compliance with securities industry standards and regulatory oversight.
Kathleen E. Small holds a FINRA CRD registration, which means she is registered with the Financial Industry Regulatory Authority. This registration indicates she operates under federal securities regulations and is subject to FINRA's oversight and compliance requirements. FINRA CRD registration signals that a financial advisor has met baseline qualifications and maintains ongoing regulatory standing to offer investment and financial advisory services to clients.