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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catharine? Claim Your ProfileCatharine Ann Dombrowski is a financial advisor with Cetera Investment Advisers LLC. Catharine has been in the financial industry since 2004 and has worked at several firms prior to joining Cetera Investment Advisers LLC. She has experience in both the investment advisory and broker-dealer industries. Catharine holds Series 7, 66 and SIE licenses and is registered with the states of California, Illinois, Nevada, Texas and Virginia. Catharine is a managing partner with Dombrowski & Associates CPAS LLP and also owns LONE TREE FUNDING & MORTGAGE. She is a Personal Financial Specialist and offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
06/03/2021 - Present
Cetera Investment Advisers LLC (ANTIOCH CA)
CA
10/22/2004 - 07/03/2008
H.D. VEST INVESTMENT SERVICES (WALNUT CREEK CA)
BOTH
Issued 02/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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