Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Martin is a financial advisor registered with Fidelity Personal And Workplace Advisors, working in the Greenwood Village, CO office. Catherine has been in the financial industry since 2017 and has a broad range of experience advising individuals and families on their financial goals. Catherine has a proven track record of success in helping clients achieve their financial goals, and she is committed to providing personalized service. Catherine is dedicated to helping clients understand their financial options and make informed decisions about their money.
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.
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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2
CO
10/04/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
01/19/2017 - 01/27/2020
FIRST ALLIED SECURITIES, INC. (Greenwood Village CO)
CO
11/19/2015 - 07/02/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 08/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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