Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Muturi is a financial professional with experience in the financial services industry. Catherine is currently registered with Principal Advised Services and is also licensed in the state of Florida as an investment advisor representative. Catherine has previously worked at Charles Schwab & Co., INC., where she provided investment advice to clients. Catherine is dedicated to helping clients reach their financial goals and has a passion for providing personalized financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
08/14/2024 - Present
Principal Advised Services (WESTON FL)
FL
08/09/2022 - 01/18/2024
CHARLES SCHWAB & CO., INC. (Fort Lauderdale FL)
IA
Issued 07/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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