Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Elizabeth Salsman is a financial advisor with Paragon Private Wealth Management LLC. Catherine has over 20 years of experience in the financial services industry. Catherine provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and family trusts. Catherine has a Series 7, Series 31, and Series 65 license, as well as the SIE designation. Catherine also holds the Certified Financial Planner designation. Catherine is registered with the state of Kentucky and Texas as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
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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KY
04/23/2021 - Present
Paragon Private Wealth Management LLC (LEXINGTON KY)
KY
06/01/2009 - 05/12/2021
MORGAN STANLEY (LEXINGTON KY)
KY
02/06/2002 - 06/12/2009
FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)
KY
05/21/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEXINGTON KY)
NJ
07/30/1998 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 09/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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