Unclaimed
Catherine Mahone is a financial professional with over 30 years of experience in the financial services industry. She has held various roles at prominent firms like Allianz Life Financial Services, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Catherine is currently a Registered Representative and General Securities Principal with Directed Services LLC. Catherine holds the Series 6, Series 7, Series 24, and SIE licenses.
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.
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
IA
06/26/2023 - Present
Directed Services LLC (DES MOINES IA)
MN
06/11/2008 - 10/04/2022
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
11/21/1990 - 01/23/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/21/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Mahone is the right advisor for you? Invested Better is here to help.