Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine McCord is a financial advisor with Global Atlantic Distributors, LLC, a company headquartered in Des Moines, IA. Catherine has been working in the financial industry since 2002, starting her career at Investors Brokerage Services, Inc. in Elgin, IL. She then went on to work for EPOCH Securities, Inc. in Southborough, MA before joining Global Atlantic Distributors, LLC. Catherine holds several licenses and certifications including the Series 6, 7, and 63 exams. She is registered with the state of Illinois and holds the Securities Industry Essentials Examination (SIE).
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.
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2
IA
07/21/2014 - Present
Global Atlantic Distributors, LLC (Des Moines IA)
MA
11/07/2008 - 01/19/2016
EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)
IL
03/15/2000 - 12/18/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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