Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathan? Claim Your ProfileCathan Wilkins is an investment advisor representative registered with J.P. Morgan Securities LLC. Cathan Wilkins has been in the industry since 2017. Cathan Wilkins is registered in 53 states. Cathan Wilkins is also registered with the following firms: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Cathan Wilkins has experience in providing financial planning services to individuals and businesses. Cathan Wilkins is also a registered investment advisor representative in New Mexico and Texas. Cathan Wilkins is also a registered investment advisor representative in New Mexico and Texas. Cathan Wilkins has experience in providing financial planning services to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NM
10/23/2024 - Present
J.p. Morgan Securities LLC (Albuquerque NM)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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