Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Cynthia Latto is a financial advisor with over 38 years of experience in the industry. She is currently registered with Osaic Wealth, Inc., and holds Series 7 and Series 63 licenses. Catherine is also a Certified Financial Planner. Catherine's previous experience includes positions at Signator Investors, Inc., Transamerica Financial Advisors, Inc. and Transamerica Securities Sales Corporation. Catherine specializes in financial planning, portfolio management, and retirement planning.
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.
1
2
SC
11/02/2018 - Present
Osaic Wealth, Inc. (CHARLESTON SC)
SC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLESTON SC)
SC
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLESTON SC)
SC
04/23/1985 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CHARLESTON SC)
CA
03/06/1987 - 08/01/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
BC
Issued 06/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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