Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catalina? Claim Your ProfileCatalina Franco-cicero is a financial advisor who has been in the industry since 2014. Catalina is registered with the state of Florida as an Investment Advisor Representative. Catalina Franco-cicero is employed by Tobias Financial Advisors. Catalina Franco-cicero holds the Series 7 and Series 65 licenses as well as the SIE exam. Catalina is also a Certified Financial Planner™. Catalina works with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory service
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
05/08/2018 - Present
Tobias Financial Advisors (Plantation FL)
FL
02/03/2015 - 05/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PEMBROKE PINES FL)
IA
Issued 06/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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