Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Cavalier Jackson is a financial advisor at Marks Wealth Management. Catherine is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Catherine specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Catherine has been a registered investment advisor in Maryland and Texas since 2021.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
03/01/2021 - Present
Marks Wealth Management (ANNAPOLIS MD)
MD
02/01/2017 - 09/23/2020
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
BOTH
Issued 03/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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