Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Birmingham Weigel is a Registered Investment Advisor representative at Charles Schwab Investment Management, Inc. Catherine has been in the industry since January 2012. Catherine is also a Certified Financial Planner. Catherine is registered to provide investment advisory services in Massachusetts and Texas. Catherine is a dedicated professional with a wealth of experience helping clients achieve their financial goals.
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.
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.
Costs
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CA
09/22/2020 - Present
Charles Schwab Investment Management, Inc. (SAN FRANCISCO CA)
IA
Issued 04/11/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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