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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Chapman Miller is a financial advisor with Mercer Global Advisors Inc., based in Atlanta, Georgia. Catherine has been in the industry since 1987 and is registered as an investment advisor representative in Georgia, Louisiana and Texas. Catherine has a wide range of experience in the financial services industry, having worked with various firms such as Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Catherine holds Series 7, 24, 52, 53 and 65 securities licenses. Catherine offers a variety of financial planning services to individuals, businesses and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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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GA
02/03/2021 - Present
Mercer Global Advisors Inc. (Atlanta GA)
GA
08/28/2018 - 10/04/2023
PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)
GA
08/14/2009 - 08/27/2018
COMMONWEALTH FINANCIAL NETWORK (ATLANTA GA)
GA
07/07/1992 - 08/18/2009
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
05/01/1995 - 05/15/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
03/22/1991 - 07/09/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
01/19/1988 - 03/27/1991
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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