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Catharine V Fairley

Catharine Fairley Planning Group LLC

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About Catharine V Fairley

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.

Firm Information

Catharine Fairley is currently registered with Catharine Fairley Planning Group LLC. Catharine Fairley Planning Group LLC is a financial planning firm with 1 investment adviser representative. They provide financial planning services.

Not reported

Assets Under Management

20

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

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.

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Catharine Fairley’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 03/02/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catharine V Fairley.
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