Unclaimed
Catheren Diggins is a financial advisor with Key Investment Services LLC, a registered investment advisor with offices in South Bend, Indiana. Catheren has been in the financial services industry since June 2003. Catheren holds the Series 6, Series 63, and SIE licenses and is registered in Indiana. Before joining Key Investment Services LLC, Catheren worked at McDonald Investments Inc. in South Bend, Indiana.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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IN
01/18/2006 - Present
KEY Investment Services LLC (SOUTH BEND IN)
IN
06/09/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (SOUTH BEND IN)
BC
Issued 06/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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