Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catarina? Claim Your ProfileCatarina Edwards is a registered representative of IHT Wealth Management LLC and has been in the industry since December 15, 2014. Catarina Edwards holds Series 7 and Series 66 securities licenses and the SIE exam. Catarina Edwards has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Catarina Edwards's current registrations include Illinois and Iowa. Catarina Edwards has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, and other clients. Catarina Edwards's services include financial planning, portfolio management for individuals and businesses, pension consulting, and the selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Financial planning fees
1
2
IL
06/29/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
11/17/2014 - 09/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 04/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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