Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Camille Doney is an investment advisor representative with United Planners' Financial Services of America A Limited Partner. Catherine has been in the industry since 2006. Catherine holds several licenses including Series 6, 7, 24, and 66. Catherine has previous experience with WADDELL & REED, TRANSAMERICA FINANCIAL ADVISORS, INC, DIVERSIFIED INVESTORS SECURITIES CORP., RAYMOND JAMES FINANCIAL SERVICES, INC., and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Catherine is registered with the state of Arizona and Florida and is a member of FINRA. Catherine is also a brand ambassador for Red Aspen.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/02/2022 - Present
United Planners' Financial Services OF America A Limited Partner (CLEARWATER FL)
FL
03/29/2016 - 08/23/2021
WADDELL & REED (CLEARWATER FL)
FL
07/18/2012 - 04/04/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
10/01/2010 - 06/26/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (ST. PETERSBURG FL)
FL
02/01/2007 - 05/14/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/18/2005 - 01/19/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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