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Catherine C Zaino

Souders Financial Advisors, LLC

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About Catherine C Zaino

Catherine Zaino is a financial advisor associated with Souders Financial Advisors, LLC, located in Cincinnati, Ohio. Catherine has been a registered Investment Advisor Representative in Ohio since August 2019. Catherine also holds the Series 6 and Series 63 securities licenses. Catherine has worked in the financial services industry since December 2010.

Firm Information

Catherine Zaino is currently registered with Souders Financial Advisors, LLC. Souders Financial Advisors, LLC is an investment advisory firm located in Cincinnati, Ohio. The firm manages over $889.9 million in assets for a diverse clientele including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
Souders Financial Advisors, LLC

5968 BRIDGETOWN ROAD

CINCINNATI, OH 45248

$889.94M

Assets Under Management

40

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catherine Zaino’s Registration & Firm History

OH

08/25/2019 - Present

Souders Financial Advisors, LLC (Springfield OH)

OH

09/04/2013 - 01/06/2017

LPL FINANCIAL LLC (SPRINGFIELD OH)

OH

12/13/2010 - 09/19/2013

VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)

NJ

12/24/1987 - 06/01/2000

COPELAND EQUITIES LLC (SOMERSET NJ)

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Licenses & Designations

BC

Issued 07/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine C Zaino.
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