Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Quinn is a financial advisor with over 5 years of experience in the industry. Catherine is registered with the state of Indiana and holds a Series 63, Series 65 and a Series 7TO license. Catherine has a CFP® designation. Catherine is currently employed by Osaic Wealth, Inc. in Greenwood, IN. Previously, Catherine was employed by SAGEPOINT FINANCIAL, INC. in Greenwood, IN. Catherine has experience working with individuals, businesses, and retirement plans. Catherine also provides financial planning services, education seminars, and selection of other advisors.
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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2
IN
09/01/2023 - Present
Osaic Wealth, Inc. (GREENWOOD IN)
IN
03/22/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GREENWOOD IN)
IA
Issued 08/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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