Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Constance Christ is a financial advisor with over 25 years of experience in the financial services industry. Catherine is currently registered with Sageview Advisory Group, LLC in California and Utah and holds a Series 6, 63, and 65 licenses. Catherine has a proven track record of success in helping individuals and families reach their financial goals. Catherine specializes in providing comprehensive financial planning, portfolio management, and investment advisory services. Catherine has extensive experience working with high-net-worth individuals, families, corporations, and institutions.
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.
A percentage of the total value of assets under management is charged.
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CA
11/08/2022 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
02/01/2012 - 04/30/2015
NFP ADVISOR SERVICES, LLC (GLENDALE CA)
CA
07/12/1994 - 06/12/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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