Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Gill is a registered representative and investment advisor representative with M Holdings Securities, Inc. Catherine is located in Portland, Oregon. Catherine has been in the securities industry since 2017. Catherine has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66). Catherine's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Commonwealth Financial Network and HD Vest Investment Services.
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
OR
04/02/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
OR
09/23/2022 - 03/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
TX
04/30/2018 - 09/08/2022
COMMONWEALTH FINANCIAL NETWORK (Fort Worth TX)
TX
01/25/2017 - 05/01/2018
HD VEST INVESTMENT SERVICES (Fort Worth TX)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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