Unclaimed
Catharine Fairley is an Investment Adviser Representative associated with Catharine Fairley Planning Group LLC. Catharine is also a Certified Financial Planner. Catharine has been in the industry since June 1999. Catharine's firm specializes in financial planning. Catharine Fairley Planning Group LLC does not have any employees. Catharine is also the owner of Catharine Fairley, CPA LLC, which is a CPA firm.
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.
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.
1
2
MD
10/21/2024 - Present
Catharine Fairley Planning Group LLC (FREDERICK MD)
TX
06/02/1999 - 10/13/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 03/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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