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professional profile

Kathleen Frances Morrissey

AgentRRIAR San Mateo, CA CRD 1771747 Last verified October 2026

Overview

Kathleen Frances Morrissey is an insurance agent, a registered representative and an investment adviser representative based in San Mateo, CA, with 38 years in the industry.

Years in the industry
38
States licensed
24
States registered
26
Carrier appointments
4

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

  • Licensed in 24 states
  • Registered in 26 states
  • Life Agent Individual
  • Producer
  • Series 24
  • Series 63
  • Series 66
  • Series 7
  • Series 79TO
  • SIE

4 lines of authority, with every state and its dates

Firms

Employment history since 1987

Carriers

4 active carrier appointments

Book and practice

Firm assets under management on file

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