Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Christine Eichenberger is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Portland, Oregon. Catherine has been in the financial services industry for over 23 years and has experience with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Catherine holds a Series 7, Series 63, and SIE licenses. Catherine works with individual investors, business owners, and investment clubs.
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.
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
OR
04/05/2013 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
06/01/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PORTLAND OR)
OR
01/03/2011 - 06/01/2011
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
01/12/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Catherine Eichenberger is the right advisor for you? Invested Better is here to help.
