Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Maynard is a financial professional with over 13 years of experience in the industry. Catherine is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial services in North Carolina. Catherine specializes in offering a range of services, including financial planning, portfolio management, and asset allocation services. Previously, Catherine was a registered representative with First Citizens Investor Services, Inc. and SunTrust Investment Services, Inc., expanding her experience in the industry. Catherine is committed to providing comprehensive and personalized financial guidance to her clients.
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.
Asset allocation services
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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NC
10/19/2021 - Present
Ameriprise Financial Services, LLC (GREENSBORO NC)
NC
01/01/2020 - 12/09/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (GREENSBORO NC)
VA
11/22/2007 - 09/19/2008
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BC
Issued 02/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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