Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Jones is a financial advisor with Edelman Financial Engines. Catherine has been a registered investment advisor for over 11 years and has a strong background in financial planning and portfolio management. Catherine earned the Series 66, Series 7, and SIE licenses. Catherine also holds the Certified Financial Planner designation. Catherine is committed to helping clients reach their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
IL
11/01/2018 - Present
Edelman Financial Engines (NORTHBROOK IL)
IL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (OAK BROOK IL)
IL
07/07/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (GLENVIEW IL)
IL
08/13/2007 - 06/25/2014
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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