Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Jaffke is a financial advisor with Osaic Wealth, Inc. based in LOUISVILLE, KY. Catherine has been working in the financial services industry since 1996 and has experience with various financial products and services. Catherine has a broad range of specialties, including but not limited to Portfolio Management for Individuals, Financial Planning, Pension Consulting and Portfolio Management for Businesses. Prior to joining Osaic Wealth, Inc., Catherine held positions at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED.
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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KY
09/01/2023 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LOUISVILLE KY)
KY
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LOUISVILLE KY)
TX
10/04/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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