Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Mendoza is an Investment Advisor Representative at Virtue Capital Management, LLC. Catherine has been in the industry since 1998 and is licensed in California. Catherine's firm provides a variety of services, including financial planning, portfolio management, and educational seminars. Catherine can assist individuals and corporations with their financial goals. Catherine is a dedicated advisor who is committed to helping clients reach 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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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TN
05/07/2019 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
GA
05/01/1998 - 12/31/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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