Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Bernice Young is an investment advisor representative at Capital Advisors, Inc. with over 20 years of experience in the financial services industry. Catherine is registered to provide investment advice in Oklahoma and Texas. Catherine has worked with several firms in the past including Quasar Distributors, LLC, Minshall & Company Inc., Charles Schwab & Co., Inc., LPL Financial Corporation, Multi-Financial Securities Corporation and Jefferson Pilot Securities Corporation. Catherine has obtained the Series 63, Series 65, Series 7 and SIE licenses. Catherine specializes in providing financial planning, portfolio management services for individuals, businesses and investment companies, as well as helping clients select other advisors.
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.
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.
Strategic management for diversified investment portfolios.
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
OK
11/01/2022 - Present
Capital Advisors, Inc. (TULSA OK)
ME
01/02/2018 - 12/31/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
OK
10/22/2014 - 10/02/2017
MINSHALL & COMPANY INC. (TULSA OK)
OK
10/26/2010 - 08/18/2014
CHARLES SCHWAB & CO., INC. (TULSA OK)
OK
03/19/2009 - 11/17/2009
LPL FINANCIAL CORPORATION (TULSA OK)
OK
03/08/2004 - 03/20/2009
MULTI-FINANCIAL SECURITIES CORPORATION (TULSA OK)
IN
05/25/1999 - 03/19/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 03/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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