Kathleen Honor Mccarthy

Current Employers

Employment History

• 10/2014 → 01/2017
  Sii Investments
  Fairview Park, OH
• 01/2017 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2017 → 07/2025
  Jason M Orsky Wealth Management
  Westlake, OH
• 06/2023 → Present
  Archer Investment Corporation Dba Mccarthy Solutions
  Fairview Park, OH

Previous Registrations

• 2017-01-03 → 2023-08-23
  Jason M Orsky Wealth Management Llc
  Westlake, OH
• 2017-01-03 → 2020-12-31
  Jason M Orsky Wealth Management Llc
  Westlake, OH
• 2014-10-03 → 2017-01-04
  Sii Investments, Inc.
  Fairview Park, OH
• 2009-10-05 → 2014-10-08
  Ameriprise Financial Services, Llc
  Westlake, OH
  Pepper Pike, OH
• 2009-03-02 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Westlake, OH
• 2005-04-12 → 2009-02-26
  Citigroup Global Markets Inc.
  Westlake, OH
  Westlake, OH

Other Businesses

1. PKS Financial/Ash Brokerage. Investment Related. At registered location. Insurance. Insurance Agent. 01/2017. 10 Hrs/Mo; 5 During Trading Hours. Selling of Life Insurance, LTC, and Fixed Business. 2. Archer Investment Corporation DBA McCarthy Solutions. Investment Related. At registered location. Investment Advisory. IAR. 06/2023. 120/Hrs Monthly; All during trading hours. Investment Related Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-01
• S63 Uniform Securities Agent State Law Examination
  2000-06-21

Other Names

• Kate Mccarthy
• Katy H Mccarthy
• Kathleen H Mccarthy