Kathleen Semaan is a registered investment advisor at Wells Fargo Advisors, based in Miami, FL, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 SE 3rd Avenue 1650, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is the treasurer for Royal Harbour Yacht Club HOA, spending a few hours per week attending meetings and reviewing financials. She also has 100% ownership in Semaan Wealth Management LLC and LSA Wealth Management LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
UBS International INC.Broker
UBS International INC.
UBS Painewebber INC.Broker
UBS Painewebber INC.
Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
State Registrations33 states
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